-99.9%
AMIX vs UUUU
-8.8%
-91.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -16.0% | -13.6% | -2.4% | -13.1% |
| 30D | -55.4% | -35.1% | -20.3% | -50.9% |
| 3M | -87.5% | -48.4% | -39.1% | -85.6% |
| 6M | -81.2% | -71.7% | -9.5% | -77.6% |
| YTD | -86.8% | -54.2% | -32.6% | -84.5% |
| 1Y | -91.6% | -56.0% | -35.6% | -90.1% |
| All | -99.9% | -8.8% | -91.2% | -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