-91.1%
AMIX vs XME
-2.0%
-89.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +3.4% |
| 7D | -9.9% | +0.3% | -10.2% | -10.4% |
| 30D | -52.8% | -6.1% | -46.6% | -48.5% |
| 3M | -80.0% | -18.6% | -61.4% | -73.4% |
| 6M | -80.2% | -23.9% | -56.3% | -77.3% |
| YTD | -88.1% | -9.3% | -78.8% | -84.6% |
| 1Y | -91.1% | +1.8% | -92.8% | -86.3% |
| All | -91.1% | -2.0% | -89.0% | -86.3% |
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