+46.1%
DE vs AMIX
-92.3%
+138.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.6% |
| 7D | +5.6% | -25.1% | +30.7% | +5.6% |
| 30D | -0.8% | -54.5% | +53.7% | -0.7% |
| 3M | +9.8% | -91.7% | +101.6% | +10.2% |
| 6M | +17.5% | -79.4% | +97.0% | +17.5% |
| YTD | +46.5% | -86.1% | +132.5% | +45.6% |
| 1Y | +46.1% | -91.6% | +137.7% | +44.6% |
| All | +46.1% | -92.3% | +138.4% | +44.6% |
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