-99.9%
AMIX vs UUUU
-9.7%
-90.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.5% | +1.4% |
| 7D | -9.9% | -1.1% | -8.8% | -9.9% |
| 30D | -52.8% | -21.0% | -31.8% | -50.3% |
| 3M | -80.0% | -54.8% | -25.2% | -76.2% |
| 6M | -80.2% | -67.3% | -12.9% | -76.6% |
| YTD | -88.1% | -54.7% | -33.5% | -86.0% |
| 1Y | -91.1% | -57.4% | -33.6% | -89.5% |
| All | -99.9% | -9.7% | -90.2% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling