+552.7%
DELL vs AMIX
-99.9%
+652.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.5% |
| 7D | +14.9% | -13.7% | +28.6% | +15.1% |
| 30D | +13.3% | -62.1% | +75.3% | +14.4% |
| 3M | +24.4% | -46.2% | +70.6% | +20.2% |
| 6M | +258.0% | -46.4% | +304.4% | +245.7% |
| YTD | +320.2% | -60.3% | +380.4% | +304.3% |
| 1Y | +319.1% | -79.7% | +398.7% | +302.8% |
| All | +552.7% | -99.9% | +652.6% | +538.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling