+51.9%
DOW vs AMIX
-92.3%
+144.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -3.2% |
| 7D | -4.2% | -25.1% | +20.9% | -4.2% |
| 30D | +14.7% | -54.5% | +69.2% | +14.8% |
| 3M | +9.1% | -91.7% | +100.8% | +9.6% |
| 6M | -17.7% | -79.4% | +61.8% | -21.7% |
| YTD | +44.6% | -86.1% | +130.7% | +34.6% |
| 1Y | +51.9% | -91.6% | +143.5% | +38.3% |
| All | +51.9% | -92.3% | +144.2% | +38.3% |
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