+319.1%
DELL vs AMIX
-81.0%
+400.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.5% |
| 7D | +14.9% | -13.7% | +28.6% | +15.2% |
| 30D | +13.3% | -62.1% | +75.3% | +14.9% |
| 3M | +24.4% | -46.2% | +70.6% | +23.9% |
| 6M | +258.0% | -46.4% | +304.4% | +254.1% |
| YTD | +320.2% | -60.3% | +380.4% | +312.3% |
| 1Y | +319.1% | -79.7% | +398.7% | +361.1% |
| All | +319.1% | -81.0% | +400.1% | +361.1% |
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