+1.1%
EXC vs AMIX
-78.7%
+79.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.6% |
| 7D | +3.3% | -25.1% | +28.4% | +3.3% |
| 30D | +13.3% | -54.5% | +67.8% | +13.3% |
| 3M | +1.8% | -91.7% | +93.6% | +2.0% |
| 6M | +1.1% | -79.4% | +80.5% | -1.3% |
| All | +1.1% | -78.7% | +79.8% | -1.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling