+47.3%
ETN vs AMIX
-99.9%
+147.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.8% | -10.2% | -1.4% |
| 7D | -9.6% | +11.4% | -21.0% | -9.6% |
| 30D | -17.6% | -40.5% | +23.0% | -17.4% |
| 3M | -20.4% | -80.1% | +59.7% | -20.1% |
| 6M | -11.6% | -74.8% | +63.3% | -11.4% |
| YTD | +12.1% | -84.0% | +96.1% | +12.5% |
| 1Y | -5.9% | -89.7% | +83.8% | -5.4% |
| All | +47.3% | -99.9% | +147.2% | +71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling