+47.0%
DOW vs AMIX
-90.1%
+137.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.8% | -13.2% | -1.4% |
| 7D | -9.4% | +1.2% | -10.6% | -9.4% |
| 30D | +8.9% | -45.3% | +54.3% | +9.0% |
| 3M | +6.7% | -83.1% | +89.8% | +7.1% |
| 6M | -14.2% | -76.9% | +62.7% | -18.2% |
| YTD | +36.9% | -85.3% | +122.2% | +27.6% |
| All | +47.0% | -90.1% | +137.1% | +34.6% |
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