-91.6%
AMIX vs XME
+5.2%
-96.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -1.5% |
| 7D | -25.1% | -5.5% | -19.7% | -18.4% |
| 30D | -54.5% | -11.1% | -43.4% | -46.2% |
| 3M | -91.7% | -11.1% | -80.6% | -91.0% |
| 6M | -79.4% | -18.0% | -61.4% | -77.1% |
| YTD | -86.1% | -7.4% | -78.7% | -83.6% |
| 1Y | -91.6% | +6.7% | -98.2% | -88.6% |
| All | -91.6% | +5.2% | -96.8% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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