-99.8%
AMIX vs VRSN
+46.5%
-146.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -13.7% | +0.1% | -13.8% | -13.7% |
| 30D | -62.1% | -0.2% | -61.9% | -62.0% |
| 3M | -46.2% | -0.3% | -45.9% | -45.4% |
| 6M | -46.4% | +23.0% | -69.4% | -47.6% |
| YTD | -60.3% | +21.3% | -81.6% | -61.3% |
| 1Y | -79.7% | +6.7% | -86.4% | -79.6% |
| All | -99.8% | +46.5% | -146.3% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling