+76.2%
DE vs AMIX
-99.9%
+176.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -3.0% | +1.6% | -4.6% | -3.0% |
| 30D | +11.1% | -50.8% | +62.0% | +11.5% |
| 3M | +17.6% | -46.3% | +63.9% | +17.0% |
| 6M | +13.6% | -49.9% | +63.4% | +13.0% |
| YTD | +46.3% | -60.4% | +106.7% | +45.9% |
| 1Y | +44.2% | -81.7% | +125.9% | +45.0% |
| All | +76.2% | -99.9% | +176.0% | +81.0% |
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