-81.7%
AMIX vs USHY
+4.0%
-85.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | +2.2% |
| 7D | +1.6% | -0.1% | +1.7% | +3.4% |
| 30D | -50.8% | 0.0% | -50.8% | -50.3% |
| 3M | -46.3% | +0.8% | -47.1% | -46.1% |
| 6M | -49.9% | +1.9% | -51.8% | -49.9% |
| YTD | -60.4% | +2.3% | -62.7% | -61.0% |
| 1Y | -81.7% | +4.1% | -85.9% | -83.1% |
| All | -81.7% | +4.0% | -85.7% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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