+6.0%
EMR vs AMIX
-44.0%
+50.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.7% | +1.7% |
| 7D | -1.5% | -13.7% | +12.2% | -1.5% |
| 30D | -5.6% | -62.1% | +56.4% | -5.3% |
| 3M | +7.9% | -46.2% | +54.1% | +13.1% |
| 6M | +6.0% | -46.4% | +52.5% | +9.3% |
| All | +6.0% | -44.0% | +50.0% | +9.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling