-92.4%
AMIX vs UUUU
-58.0%
-34.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -3.6% | -4.8% | -6.7% |
| 7D | -10.9% | +1.4% | -12.2% | -12.1% |
| 30D | -55.0% | -27.9% | -27.0% | -47.7% |
| 3M | -82.0% | -53.8% | -28.2% | -74.1% |
| 6M | -80.4% | -68.1% | -12.3% | -72.6% |
| YTD | -88.3% | -54.1% | -34.2% | -81.5% |
| 1Y | -92.4% | -57.8% | -34.6% | -88.2% |
| All | -92.4% | -58.0% | -34.4% | -88.2% |
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