+23.1%
DIS vs AMIX
-100.0%
+123.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +5.2% | -16.0% | +21.3% | +5.3% |
| 30D | +11.5% | -55.4% | +66.9% | +11.7% |
| 3M | +11.5% | -87.5% | +99.0% | +12.0% |
| 6M | +8.9% | -81.2% | +90.1% | +8.8% |
| YTD | +3.4% | -86.8% | +90.2% | +3.6% |
| 1Y | +7.2% | -91.6% | +98.8% | +7.6% |
| All | +23.1% | -100.0% | +123.1% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling