-91.6%
AMIX vs UL
+1.7%
-93.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.3% | -6.3% | -3.4% |
| 7D | -25.1% | +4.7% | -29.8% | -25.6% |
| 30D | -54.5% | +11.6% | -66.1% | -55.4% |
| 3M | -91.7% | +5.3% | -97.1% | -91.8% |
| 6M | -79.4% | +16.0% | -95.5% | -79.7% |
| YTD | -86.1% | +5.0% | -91.0% | -86.3% |
| 1Y | -91.6% | +1.1% | -92.7% | -91.8% |
| All | -91.6% | +1.7% | -93.2% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling