+79.1%
EMR vs AMIX
-100.0%
+179.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.6% | -16.0% | +14.5% | -1.5% |
| 30D | +2.0% | -55.4% | +57.4% | +2.5% |
| 3M | +3.8% | -87.5% | +91.3% | +5.1% |
| 6M | +10.5% | -81.2% | +91.7% | +10.1% |
| YTD | +23.7% | -86.8% | +110.5% | +23.7% |
| 1Y | +25.4% | -91.6% | +117.0% | +25.8% |
| All | +79.1% | -100.0% | +179.0% | +83.1% |
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