-89.7%
AMIX vs UL
-0.7%
-89.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.2% | +9.0% | +8.9% |
| 7D | +11.4% | +2.6% | +8.9% | +10.9% |
| 30D | -40.5% | +6.8% | -47.3% | -41.4% |
| 3M | -80.1% | +5.7% | -85.8% | -80.3% |
| 6M | -74.8% | +15.9% | -90.7% | -75.4% |
| YTD | -84.0% | +4.3% | -88.2% | -84.3% |
| 1Y | -89.7% | -0.4% | -89.3% | -89.7% |
| All | -89.7% | -0.7% | -89.0% | -89.7% |
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