+23.9%
EW vs AMIX
-91.4%
+115.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +11.0% | -16.0% | +27.0% | +11.1% |
| 30D | +19.1% | -55.4% | +74.5% | +19.3% |
| 3M | +14.4% | -87.5% | +101.9% | +15.0% |
| 6M | +22.8% | -81.2% | +104.0% | +21.1% |
| YTD | +19.8% | -86.8% | +106.7% | +17.2% |
| 1Y | +23.9% | -91.6% | +115.5% | +20.4% |
| All | +23.9% | -91.4% | +115.3% | +20.4% |
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 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