-99.8%
AMIX vs UUUU
+100.3%
-200.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.4% |
| 7D | -3.4% | +2.8% | -6.2% | -4.0% |
| 30D | -54.4% | +3.4% | -57.8% | -54.5% |
| 3M | -45.7% | -3.9% | -41.9% | -46.3% |
| 6M | -49.2% | -23.2% | -26.0% | -49.3% |
| YTD | -60.3% | +0.6% | -60.9% | -60.6% |
| 1Y | -81.4% | +22.9% | -104.2% | -81.8% |
| All | -99.8% | +100.3% | -200.1% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling