-99.9%
AMIX vs USHY
+18.0%
-117.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.7% |
| 7D | -9.9% | -0.4% | -9.4% | -8.0% |
| 30D | -52.8% | +0.6% | -53.4% | -54.2% |
| 3M | -80.0% | -2.0% | -78.0% | -77.8% |
| 6M | -80.2% | -0.5% | -79.7% | -78.9% |
| YTD | -88.1% | +0.6% | -88.7% | -87.7% |
| 1Y | -91.1% | +2.1% | -93.2% | -91.1% |
| All | -99.9% | +18.0% | -117.9% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling