+41.9%
EW vs AMIX
-100.0%
+141.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.4% | 0.0% |
| 7D | +4.9% | -10.9% | +15.8% | +5.0% |
| 30D | +24.1% | -55.0% | +79.1% | +24.2% |
| 3M | +13.7% | -82.0% | +95.7% | +14.0% |
| 6M | +32.7% | -80.4% | +113.1% | +32.0% |
| YTD | +24.1% | -88.3% | +112.4% | +23.2% |
| 1Y | +23.6% | -92.4% | +116.0% | +22.6% |
| All | +41.9% | -100.0% | +141.8% | +44.0% |
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