+10.3%
EWZ vs AMIX
-100.0%
+110.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.6% | +4.1% | -1.5% |
| 7D | -4.2% | -25.5% | +21.3% | -4.2% |
| 30D | -26.1% | -56.2% | +30.1% | -26.2% |
| 3M | -12.0% | -87.4% | +75.4% | -12.2% |
| 6M | -19.3% | -80.9% | +61.6% | -18.8% |
| YTD | +0.9% | -86.8% | +87.8% | +1.6% |
| 1Y | +3.4% | -91.3% | +94.7% | +4.1% |
| All | +10.3% | -100.0% | +110.2% | +8.6% |
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