-91.6%
AMIX vs UUUU
-55.1%
-36.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.6% |
| 7D | -25.1% | -14.4% | -10.7% | -19.0% |
| 30D | -54.5% | -33.6% | -20.9% | -44.9% |
| 3M | -91.7% | -44.2% | -47.6% | -89.1% |
| 6M | -79.4% | -66.8% | -12.7% | -71.9% |
| YTD | -86.1% | -50.6% | -35.4% | -79.1% |
| 1Y | -91.6% | -57.8% | -33.8% | -88.0% |
| All | -91.6% | -55.1% | -36.4% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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