-98.3%
DFNS vs AMIX
-81.0%
-17.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.6% |
| 7D | -16.0% | -13.7% | -2.3% | -16.1% |
| 30D | -77.7% | -62.1% | -15.6% | -77.9% |
| 3M | -77.2% | -46.2% | -31.0% | -74.9% |
| 6M | -95.2% | -46.4% | -48.8% | -94.7% |
| YTD | -98.0% | -60.3% | -37.7% | -97.8% |
| 1Y | -98.3% | -79.7% | -18.6% | -97.6% |
| All | -98.3% | -81.0% | -17.3% | -97.6% |
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