+10.9%
CMG vs AMIX
-92.3%
+103.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.0% | +8.8% | +5.8% |
| 7D | +22.5% | -25.1% | +47.6% | +21.8% |
| 30D | +14.1% | -54.5% | +68.6% | +12.2% |
| 3M | +4.1% | -91.7% | +95.8% | -1.0% |
| 6M | +10.1% | -79.4% | +89.5% | +13.0% |
| YTD | -4.9% | -86.1% | +81.2% | -3.7% |
| 1Y | +10.9% | -91.6% | +102.5% | +10.5% |
| All | +10.9% | -92.3% | +103.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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