+39.4%
CSCO vs AMIX
-90.1%
+129.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +11.8% | -6.7% | +5.0% |
| 7D | -2.9% | +1.2% | -4.1% | -2.9% |
| 30D | -16.7% | -45.3% | +28.7% | -16.2% |
| 3M | -18.4% | -83.1% | +64.6% | -17.1% |
| 6M | +2.9% | -76.9% | +79.8% | +2.2% |
| YTD | +30.4% | -85.3% | +115.7% | +28.4% |
| All | +39.4% | -90.1% | +129.5% | +36.6% |
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