+87.0%
EMR vs AMIX
-99.9%
+186.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +11.8% | -7.4% | +4.3% |
| 7D | +2.1% | +1.2% | +1.0% | +2.1% |
| 30D | +4.8% | -45.3% | +50.1% | +5.1% |
| 3M | +7.5% | -83.1% | +90.5% | +8.6% |
| 6M | +20.9% | -76.9% | +97.7% | +20.1% |
| YTD | +29.2% | -85.3% | +114.5% | +29.1% |
| 1Y | +33.0% | -89.8% | +122.8% | +33.2% |
| All | +87.0% | -99.9% | +186.9% | +91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling