+136.8%
DELL vs AMIX
-89.3%
+226.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +8.8% | -12.3% | -3.6% |
| 7D | -18.1% | +11.4% | -29.6% | -18.3% |
| 30D | -42.9% | -40.5% | -2.4% | -42.4% |
| 3M | -26.9% | -80.1% | +53.2% | -25.1% |
| 6M | +28.8% | -74.8% | +103.6% | +28.4% |
| YTD | +168.4% | -84.0% | +252.4% | +162.1% |
| 1Y | +136.8% | -89.7% | +226.5% | +128.0% |
| All | +136.8% | -89.3% | +226.1% | +128.0% |
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 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