+20.0%
GE vs AMIX
-81.0%
+101.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.1% |
| 7D | -1.6% | -13.7% | +12.1% | -1.5% |
| 30D | -11.6% | -62.1% | +50.5% | -11.2% |
| 3M | +3.0% | -46.2% | +49.2% | +5.2% |
| 6M | -0.5% | -46.4% | +45.9% | +1.1% |
| YTD | +9.7% | -60.3% | +70.0% | +11.4% |
| 1Y | +20.0% | -79.7% | +99.7% | +27.6% |
| All | +20.0% | -81.0% | +101.0% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling