-45.2%
FLEX vs AMIX
-88.8%
+43.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.6% | -8.0% | -12.9% |
| 7D | -28.3% | -25.5% | -2.8% | -25.7% |
| 30D | -45.0% | -56.2% | +11.2% | -41.1% |
| 3M | -45.2% | -87.4% | +42.2% | -39.3% |
| All | -45.2% | -88.8% | +43.6% | -39.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling