+6.5%
GE vs AMIX
-91.4%
+97.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +7.1% | -16.0% | +23.1% | +7.2% |
| 30D | +6.5% | -55.4% | +61.9% | +6.9% |
| 3M | -13.6% | -87.5% | +73.9% | -12.7% |
| 6M | +6.0% | -81.2% | +87.2% | +8.4% |
| YTD | +5.4% | -86.8% | +92.2% | +7.6% |
| 1Y | +6.5% | -91.6% | +98.0% | +8.7% |
| All | +6.5% | -91.4% | +97.8% | +8.7% |
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