-90.5%
AMIX vs UUUU
-55.4%
-35.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +9.8% | +2.1% | +7.0% |
| 7D | +1.2% | -1.1% | +2.3% | +1.8% |
| 30D | -45.3% | -26.6% | -18.7% | -36.6% |
| 3M | -83.1% | -48.3% | -34.8% | -76.7% |
| 6M | -76.9% | -65.8% | -11.1% | -68.8% |
| YTD | -85.3% | -49.7% | -35.6% | -77.7% |
| All | -90.5% | -55.4% | -35.2% | -86.3% |
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