+329.7%
DELL vs AMIX
-100.0%
+429.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.2% |
| 7D | +4.9% | -9.9% | +14.7% | +4.9% |
| 30D | -32.1% | -52.8% | +20.7% | -31.5% |
| 3M | -30.2% | -80.0% | +49.8% | -28.9% |
| 6M | +41.7% | -80.2% | +121.9% | +38.9% |
| YTD | +176.6% | -88.1% | +264.7% | +169.9% |
| 1Y | +159.9% | -91.1% | +251.0% | +153.9% |
| All | +329.7% | -100.0% | +429.6% | +326.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling