+84.8%
EMR vs AMIX
-99.9%
+184.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.8% | -10.0% | -1.2% |
| 7D | +0.7% | +11.4% | -10.8% | +0.6% |
| 30D | +3.5% | -40.5% | +44.0% | +3.9% |
| 3M | +5.9% | -80.1% | +86.0% | +6.9% |
| 6M | +19.4% | -74.8% | +94.3% | +18.7% |
| YTD | +27.7% | -84.0% | +111.6% | +27.5% |
| 1Y | +30.9% | -89.7% | +120.6% | +31.2% |
| All | +84.8% | -99.9% | +184.7% | +88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling