+48.3%
DOW vs AMIX
-91.4%
+139.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -9.5% | -16.0% | +6.5% | -9.5% |
| 30D | +13.1% | -55.4% | +68.5% | +13.2% |
| 3M | +4.8% | -87.5% | +92.3% | +5.3% |
| 6M | -16.7% | -81.2% | +64.5% | -20.8% |
| YTD | +38.9% | -86.8% | +125.7% | +29.4% |
| 1Y | +48.3% | -91.6% | +139.9% | +35.8% |
| All | +48.3% | -91.4% | +139.7% | +35.8% |
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