+71.9%
EXPE vs AMIX
-100.0%
+171.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +0.6% |
| 7D | -4.2% | -10.9% | +6.7% | -4.1% |
| 30D | -4.5% | -55.0% | +50.5% | -3.9% |
| 3M | -19.7% | -82.0% | +62.3% | -18.5% |
| 6M | +18.3% | -80.4% | +98.7% | +16.1% |
| YTD | -7.3% | -88.3% | +80.9% | -9.2% |
| 1Y | -3.9% | -92.4% | +88.5% | -5.8% |
| All | +71.9% | -100.0% | +171.8% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling