+35.5%
DDOG vs AMIX
-100.0%
+135.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -5.6% | -1.9% | -7.4% |
| 7D | -34.3% | -25.5% | -8.8% | -34.1% |
| 30D | -37.2% | -56.2% | +18.9% | -36.6% |
| 3M | -38.3% | -87.4% | +49.1% | -36.9% |
| 6M | +19.8% | -80.9% | +100.7% | +17.3% |
| YTD | +28.4% | -86.8% | +115.2% | +25.7% |
| 1Y | +12.7% | -91.3% | +104.0% | +10.4% |
| All | +35.5% | -100.0% | +135.4% | +39.4% |
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