+25.7%
EMR vs AMIX
-92.3%
+118.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.0% | +5.4% | +2.4% |
| 7D | +1.6% | -25.1% | +26.7% | +1.8% |
| 30D | +5.0% | -54.5% | +59.5% | +5.3% |
| 3M | +7.7% | -91.7% | +99.4% | +8.7% |
| 6M | +26.8% | -79.4% | +106.2% | +29.1% |
| YTD | +29.9% | -86.1% | +115.9% | +32.4% |
| 1Y | +25.7% | -91.6% | +117.2% | +28.2% |
| All | +25.7% | -92.3% | +118.0% | +28.2% |
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