+10.9%
GE vs AMIX
-91.8%
+102.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -20.0% | +21.4% | +1.5% |
| 7D | +4.0% | -8.1% | +12.1% | +4.1% |
| 30D | +11.1% | -52.3% | +63.3% | +11.5% |
| 3M | -6.7% | -83.8% | +77.0% | -5.9% |
| 6M | +14.3% | -79.0% | +93.2% | +16.5% |
| YTD | +11.7% | -87.2% | +98.9% | +14.0% |
| 1Y | +10.9% | -91.7% | +102.6% | +13.1% |
| All | +10.9% | -91.8% | +102.7% | +13.1% |
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