+56.9%
EQT vs AMIX
-99.9%
+156.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | -2.0% | -4.8% | +2.8% | -2.0% |
| 30D | 0.0% | -42.0% | +42.0% | -0.1% |
| 3M | +5.9% | -46.5% | +52.4% | +6.7% |
| 6M | -14.8% | -48.2% | +33.4% | -14.2% |
| YTD | +1.8% | -62.2% | +63.9% | +2.6% |
| 1Y | +7.4% | -82.1% | +89.4% | +8.7% |
| All | +56.9% | -99.9% | +156.7% | +78.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling