-79.0%
AMIX vs XHB
+1.0%
-80.0%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.1% | -19.9% | -19.8% |
| 7D | -8.1% | -4.1% | -4.0% | +1.9% |
| 30D | -52.3% | +9.6% | -61.9% | -67.2% |
| 3M | -83.8% | -6.0% | -77.8% | -79.8% |
| 6M | -79.0% | +2.2% | -81.2% | -80.1% |
| All | -79.0% | +1.0% | -80.0% | -80.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling