+153.0%
EWY vs AMIX
-100.0%
+252.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.4% | +6.8% | -1.5% |
| 7D | +10.4% | -10.9% | +21.3% | +10.5% |
| 30D | -12.7% | -55.0% | +42.3% | -11.9% |
| 3M | -17.3% | -82.0% | +64.7% | -15.7% |
| 6M | -18.6% | -80.4% | +61.9% | -19.8% |
| YTD | +49.5% | -88.3% | +137.8% | +47.4% |
| 1Y | +55.0% | -92.4% | +147.4% | +53.0% |
| All | +153.0% | -100.0% | +252.9% | +162.0% |
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 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