+32.0%
EMR vs AMIX
-92.3%
+124.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | +2.8% | -9.9% | +12.7% | +2.9% |
| 30D | +3.7% | -52.8% | +56.4% | +4.0% |
| 3M | +2.0% | -80.0% | +82.1% | +2.6% |
| 6M | +22.1% | -80.2% | +102.3% | +23.8% |
| YTD | +27.2% | -88.1% | +115.4% | +28.6% |
| 1Y | +32.0% | -91.1% | +123.1% | +33.4% |
| All | +32.0% | -92.3% | +124.3% | +33.4% |
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