-91.6%
AMIX vs XHB
+5.8%
-97.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.4% | -8.4% | -9.6% |
| 7D | -25.1% | +9.7% | -34.9% | -34.4% |
| 30D | -54.5% | +11.7% | -66.2% | -61.4% |
| 3M | -91.7% | -1.4% | -90.4% | -91.6% |
| 6M | -79.4% | +6.8% | -86.2% | -79.9% |
| YTD | -86.1% | +5.5% | -91.5% | -85.3% |
| 1Y | -91.6% | +5.1% | -96.7% | -90.6% |
| All | -91.6% | +5.8% | -97.4% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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