+75.7%
DE vs AMIX
-100.0%
+175.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.8% |
| 7D | +0.3% | -9.9% | +10.1% | +0.3% |
| 30D | +3.6% | -52.8% | +56.3% | +3.9% |
| 3M | +10.2% | -80.0% | +90.3% | +11.0% |
| 6M | +16.6% | -80.2% | +96.8% | +16.1% |
| YTD | +45.8% | -88.1% | +134.0% | +46.2% |
| 1Y | +43.9% | -91.1% | +135.0% | +44.3% |
| All | +75.7% | -100.0% | +175.6% | +81.4% |
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