+8.9%
GE vs AMIX
-92.3%
+101.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.0% | +5.8% | +2.8% |
| 7D | +9.4% | -25.1% | +34.5% | +9.6% |
| 30D | +7.5% | -54.5% | +62.1% | +8.0% |
| 3M | -12.5% | -91.7% | +79.2% | -11.5% |
| 6M | +17.8% | -79.4% | +97.2% | +20.3% |
| YTD | +7.4% | -86.1% | +93.5% | +9.6% |
| 1Y | +8.9% | -91.6% | +100.4% | +11.1% |
| All | +8.9% | -92.3% | +101.2% | +11.1% |
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