+143.3%
DELL vs AMIX
-92.3%
+235.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.0% | -5.8% | -8.8% |
| 7D | -24.6% | -25.1% | +0.5% | -24.2% |
| 30D | -32.5% | -54.5% | +22.0% | -31.6% |
| 3M | -20.2% | -91.7% | +71.5% | -17.2% |
| 6M | +76.5% | -79.4% | +155.9% | +76.1% |
| YTD | +198.9% | -86.1% | +285.0% | +192.1% |
| 1Y | +143.3% | -91.6% | +234.9% | +133.7% |
| All | +143.3% | -92.3% | +235.7% | +133.7% |
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