-79.7%
AMIX vs UL
-8.6%
-71.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -13.7% | -1.3% | -12.4% | -13.5% |
| 30D | -62.1% | +0.5% | -62.5% | -62.1% |
| 3M | -46.2% | +17.6% | -63.8% | -46.8% |
| 6M | -46.4% | -5.4% | -41.1% | -47.8% |
| YTD | -60.3% | +0.7% | -61.0% | -60.6% |
| 1Y | -79.7% | -9.3% | -70.4% | -77.8% |
| All | -79.7% | -8.6% | -71.0% | -77.8% |
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