-91.6%
AMIX vs VRSN
+31.7%
-123.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.4% |
| 7D | -25.1% | +3.6% | -28.7% | -25.9% |
| 30D | -54.5% | +8.8% | -63.3% | -55.7% |
| 3M | -91.7% | +6.6% | -98.3% | -91.9% |
| 6M | -79.4% | +16.7% | -96.1% | -79.3% |
| YTD | -86.1% | +32.1% | -118.2% | -85.9% |
| 1Y | -91.6% | +34.1% | -125.6% | -90.8% |
| All | -91.6% | +31.7% | -123.2% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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