+13.9%
EFA vs AMIX
-90.1%
+104.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.8% | -8.8% | +3.0% |
| 7D | +1.2% | +1.2% | 0.0% | +1.2% |
| 30D | +1.5% | -45.3% | +46.8% | +1.7% |
| 3M | -3.3% | -83.1% | +79.8% | -2.9% |
| 6M | +2.6% | -76.9% | +79.4% | +2.7% |
| YTD | +11.0% | -85.3% | +96.3% | +10.8% |
| All | +13.9% | -90.1% | +104.0% | +13.4% |
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