+20.2%
EFA vs AMIX
-80.5%
+100.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +1.2% | -3.4% | +4.6% | +1.2% |
| 30D | -0.7% | -54.4% | +53.7% | -0.5% |
| 3M | +6.4% | -45.7% | +52.1% | +6.8% |
| 6M | +11.4% | -49.2% | +60.5% | +11.6% |
| YTD | +14.0% | -60.3% | +74.3% | +14.1% |
| 1Y | +20.2% | -81.4% | +101.6% | +24.6% |
| All | +20.2% | -80.5% | +100.7% | +24.6% |
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