+362.9%
DELL vs AMIX
-100.0%
+462.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.4% | +7.8% | -0.6% |
| 7D | +17.1% | -10.9% | +28.0% | +17.2% |
| 30D | -35.1% | -55.0% | +19.9% | -34.5% |
| 3M | -23.3% | -82.0% | +58.7% | -21.8% |
| 6M | +55.8% | -80.4% | +136.3% | +52.8% |
| YTD | +198.0% | -88.3% | +286.2% | +190.8% |
| 1Y | +166.6% | -92.4% | +258.9% | +160.3% |
| All | +362.9% | -100.0% | +462.8% | +359.5% |
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