+9.1%
EQT vs AMIX
-81.8%
+91.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.7% | +0.6% |
| 7D | -1.2% | -6.3% | +5.1% | -1.2% |
| 30D | +1.1% | -51.9% | +53.0% | +0.9% |
| 3M | +4.8% | -44.9% | +49.7% | +4.1% |
| 6M | -10.6% | -47.9% | +37.3% | -10.8% |
| YTD | +3.4% | -62.0% | +65.5% | +3.1% |
| All | +9.1% | -81.8% | +91.0% | +16.1% |
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 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