-89.7%
AMIX vs USFD
+49.6%
-139.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.8% |
| 7D | +11.4% | +8.4% | +3.1% | +14.1% |
| 30D | -40.5% | +12.7% | -53.3% | -38.3% |
| 3M | -80.1% | +1.1% | -81.2% | -80.1% |
| 6M | -74.8% | +30.2% | -105.0% | -74.3% |
| YTD | -84.0% | +45.8% | -129.8% | -84.5% |
| 1Y | -89.7% | +51.9% | -141.6% | -90.1% |
| All | -89.7% | +49.6% | -139.3% | -90.1% |
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