-99.9%
AMIX vs XHB
+11.5%
-111.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.6% | +11.5% | +10.6% |
| 7D | +11.4% | +1.2% | +10.3% | +10.3% |
| 30D | -40.5% | +8.9% | -49.4% | -44.3% |
| 3M | -80.1% | -4.2% | -75.9% | -79.5% |
| 6M | -74.8% | +1.4% | -76.2% | -74.7% |
| YTD | -84.0% | +1.2% | -85.2% | -83.9% |
| 1Y | -89.7% | -1.3% | -88.4% | -89.6% |
| All | -99.9% | +11.5% | -111.5% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling