+38.9%
DDOG vs AMIX
-100.0%
+138.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -23.9% | -16.0% | -7.9% | -23.7% |
| 30D | -34.0% | -55.4% | +21.4% | -33.4% |
| 3M | -21.9% | -87.5% | +65.6% | -20.1% |
| 6M | +24.6% | -81.2% | +105.8% | +22.0% |
| YTD | +31.7% | -86.8% | +118.5% | +28.9% |
| 1Y | -6.2% | -91.6% | +85.4% | -8.0% |
| All | +38.9% | -100.0% | +138.9% | +42.9% |
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