-27.0%
DT vs AMIX
-100.0%
+73.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -5.6% | -1.0% | -6.6% |
| 7D | -28.3% | -25.5% | -2.8% | -28.3% |
| 30D | -28.4% | -56.2% | +27.8% | -28.3% |
| 3M | -14.1% | -87.4% | +73.4% | -13.8% |
| 6M | +13.2% | -80.9% | +94.1% | +11.7% |
| YTD | +0.8% | -86.8% | +87.7% | -0.6% |
| 1Y | -7.8% | -91.3% | +83.5% | -9.2% |
| All | -27.0% | -100.0% | +73.0% | -20.0% |
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