+28.0%
EMR vs AMIX
-92.5%
+120.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.4% | 0.0% |
| 7D | +2.7% | -10.9% | +13.5% | +2.7% |
| 30D | +2.1% | -55.0% | +57.1% | +2.4% |
| 3M | +2.3% | -82.0% | +84.3% | +2.9% |
| 6M | +22.5% | -80.4% | +102.9% | +24.4% |
| YTD | +27.2% | -88.3% | +115.5% | +29.2% |
| 1Y | +28.0% | -92.4% | +120.4% | +30.0% |
| All | +28.0% | -92.5% | +120.5% | +30.0% |
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 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