+92.1%
CSCO vs AMIX
-100.0%
+192.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -10.2% | -16.0% | +5.8% | -10.1% |
| 30D | -20.1% | -55.4% | +35.4% | -19.5% |
| 3M | -22.1% | -87.5% | +65.5% | -20.7% |
| 6M | +3.2% | -81.2% | +84.4% | +1.9% |
| YTD | +24.1% | -86.8% | +110.9% | +22.6% |
| 1Y | +34.6% | -91.6% | +126.1% | +33.1% |
| All | +92.1% | -100.0% | +192.1% | +90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling