+6.8%
DIS vs AMIX
-91.8%
+98.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.6% | +4.1% | -1.5% |
| 7D | +5.7% | -25.5% | +31.2% | +5.7% |
| 30D | +12.7% | -56.2% | +68.9% | +12.8% |
| 3M | +15.2% | -87.4% | +102.6% | +15.4% |
| 6M | +17.6% | -80.9% | +98.5% | +19.2% |
| YTD | +3.8% | -86.8% | +90.7% | +5.6% |
| 1Y | +6.8% | -91.3% | +98.1% | +8.5% |
| All | +6.8% | -91.8% | +98.6% | +8.5% |
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 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