+59.9%
EQT vs AMIX
-99.9%
+159.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -0.8% | -3.4% | +2.5% | -0.9% |
| 30D | +6.6% | -54.4% | +61.0% | +6.5% |
| 3M | +4.4% | -45.7% | +50.1% | +5.1% |
| 6M | -10.5% | -49.2% | +38.7% | -9.8% |
| YTD | +3.7% | -60.3% | +64.1% | +4.6% |
| 1Y | +9.9% | -81.4% | +91.2% | +11.2% |
| All | +59.9% | -99.9% | +159.8% | +81.8% |
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 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