+7.6%
GE vs AMIX
-92.5%
+100.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.4% | +5.0% | -3.4% |
| 7D | +5.1% | -10.9% | +16.0% | +5.2% |
| 30D | +7.6% | -55.0% | +62.5% | +8.0% |
| 3M | -9.3% | -82.0% | +72.7% | -8.5% |
| 6M | +11.5% | -80.4% | +92.0% | +13.8% |
| YTD | +7.9% | -88.3% | +96.1% | +10.1% |
| 1Y | +7.6% | -92.4% | +100.0% | +9.8% |
| All | +7.6% | -92.5% | +100.1% | +9.8% |
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