+138.4%
EWY vs AMIX
-100.0%
+238.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | -10.4% | -16.0% | +5.6% | -10.2% |
| 30D | -25.4% | -55.4% | +30.0% | -24.7% |
| 3M | -16.5% | -87.5% | +71.0% | -14.5% |
| 6M | -24.7% | -81.2% | +56.5% | -25.9% |
| YTD | +40.9% | -86.8% | +127.8% | +38.8% |
| 1Y | +49.8% | -91.6% | +141.4% | +47.8% |
| All | +138.4% | -100.0% | +238.4% | +146.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling