-99.9%
AMIX vs XME
+66.6%
-166.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +2.5% |
| 7D | -9.9% | +0.3% | -10.2% | -10.1% |
| 30D | -52.8% | -6.1% | -46.6% | -50.1% |
| 3M | -80.0% | -18.6% | -61.4% | -76.3% |
| 6M | -80.2% | -23.9% | -56.3% | -77.6% |
| YTD | -88.1% | -9.3% | -78.8% | -87.2% |
| 1Y | -91.1% | +1.8% | -92.8% | -90.6% |
| All | -99.9% | +66.6% | -166.5% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling