-4.9%
EQT vs AMIX
-92.3%
+87.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -3.2% |
| 7D | -6.6% | -25.1% | +18.5% | -6.7% |
| 30D | +2.7% | -54.5% | +57.3% | +2.5% |
| 3M | -0.2% | -91.7% | +91.6% | -1.0% |
| 6M | -10.6% | -79.4% | +68.9% | -11.6% |
| YTD | -1.2% | -86.1% | +84.9% | -3.0% |
| 1Y | -4.9% | -91.6% | +86.7% | -6.8% |
| All | -4.9% | -92.3% | +87.5% | -6.8% |
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