-79.7%
AMIX vs UUUU
+27.9%
-107.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.2% |
| 7D | -13.7% | -1.4% | -12.4% | -13.3% |
| 30D | -62.1% | +16.3% | -78.4% | -64.1% |
| 3M | -46.2% | -16.7% | -29.5% | -46.7% |
| 6M | -46.4% | -33.7% | -12.8% | -46.5% |
| YTD | -60.3% | -0.5% | -59.8% | -59.8% |
| 1Y | -79.7% | +28.9% | -108.5% | -80.5% |
| All | -79.7% | +27.9% | -107.6% | -80.5% |
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