-90.5%
AMIX vs VRSN
+27.4%
-118.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.9% | +12.8% | +12.1% |
| 7D | +1.2% | -0.8% | +2.0% | +1.4% |
| 30D | -45.3% | +0.7% | -46.0% | -45.5% |
| 3M | -83.1% | +4.1% | -87.2% | -83.3% |
| 6M | -76.9% | +6.7% | -83.6% | -76.6% |
| YTD | -85.3% | +27.1% | -112.3% | -85.0% |
| All | -90.5% | +27.4% | -118.0% | -90.7% |
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