+42.5%
DIA vs AMIX
-100.0%
+142.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | +2.1% | -9.9% | +12.0% | +2.2% |
| 30D | +1.5% | -52.8% | +54.2% | +1.8% |
| 3M | -2.4% | -80.0% | +77.6% | -1.8% |
| 6M | +6.0% | -80.2% | +86.2% | +5.5% |
| YTD | +10.1% | -88.1% | +98.2% | +9.9% |
| 1Y | +11.8% | -91.1% | +102.9% | +11.7% |
| All | +42.5% | -100.0% | +142.4% | +48.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling