-91.6%
AMIX vs USFD
+49.6%
-141.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.5% | -11.5% | -0.1% |
| 7D | -25.1% | +7.8% | -33.0% | -22.9% |
| 30D | -54.5% | +16.2% | -70.7% | -51.9% |
| 3M | -91.7% | +11.0% | -102.7% | -91.3% |
| 6M | -79.4% | +20.7% | -100.2% | -78.4% |
| YTD | -86.1% | +46.0% | -132.0% | -85.3% |
| 1Y | -91.6% | +49.8% | -141.4% | -91.0% |
| All | -91.6% | +49.6% | -141.2% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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