+5.6%
CVS vs AMIX
-92.3%
+97.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.0% | -9.5% | -12.5% |
| 7D | -11.1% | -25.1% | +14.0% | -11.2% |
| 30D | -7.4% | -54.5% | +47.1% | -7.6% |
| 3M | -22.9% | -91.7% | +68.9% | -23.2% |
| 6M | -1.2% | -79.4% | +78.3% | +1.2% |
| YTD | +3.9% | -86.1% | +89.9% | +7.1% |
| 1Y | +5.6% | -91.6% | +97.1% | +9.6% |
| All | +5.6% | -92.3% | +97.9% | +9.6% |
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