-99.9%
AMIX vs VRSN
+54.8%
-154.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.3% |
| 7D | -16.0% | +0.5% | -16.5% | -16.1% |
| 30D | -55.4% | +4.9% | -60.3% | -56.2% |
| 3M | -87.5% | +5.8% | -93.3% | -87.7% |
| 6M | -81.2% | +12.6% | -93.8% | -81.5% |
| YTD | -86.8% | +28.2% | -115.1% | -87.4% |
| 1Y | -91.6% | +30.4% | -122.0% | -92.0% |
| All | -99.9% | +54.8% | -154.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling