+34.4%
CVS vs AMIX
-99.9%
+134.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.8% | -4.4% | +4.4% |
| 7D | -2.6% | +11.4% | -14.1% | -2.6% |
| 30D | +4.0% | -40.5% | +44.6% | +4.0% |
| 3M | -6.3% | -80.1% | +73.8% | -6.3% |
| 6M | -0.4% | -74.8% | +74.4% | +0.4% |
| YTD | +15.6% | -84.0% | +99.6% | +16.9% |
| 1Y | +18.3% | -89.7% | +108.0% | +20.0% |
| All | +34.4% | -99.9% | +134.4% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling