+45.9%
CSCO vs AMIX
-92.3%
+138.3%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +0.7% |
| 7D | -6.1% | -25.1% | +19.1% | -5.8% |
| 30D | -8.2% | -54.5% | +46.4% | -7.5% |
| 3M | -14.6% | -91.7% | +77.2% | -12.7% |
| 6M | +12.7% | -79.4% | +92.2% | +11.9% |
| YTD | +37.0% | -86.1% | +123.1% | +35.1% |
| 1Y | +45.9% | -91.6% | +137.5% | +43.1% |
| All | +45.9% | -92.3% | +138.3% | +43.1% |
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