-99.8%
AMIX vs UUUU
+98.2%
-198.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.1% |
| 7D | -13.7% | -1.4% | -12.4% | -13.5% |
| 30D | -62.1% | +16.3% | -78.4% | -63.2% |
| 3M | -46.2% | -16.7% | -29.5% | -46.3% |
| 6M | -46.4% | -33.7% | -12.8% | -46.2% |
| YTD | -60.3% | -0.5% | -59.8% | -60.4% |
| 1Y | -79.7% | +28.9% | -108.5% | -80.1% |
| All | -99.8% | +98.2% | -198.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling