+205.8%
GE vs AMIX
-100.0%
+305.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.6% | +1.1% | -4.4% |
| 7D | +0.5% | -25.5% | +26.0% | +0.7% |
| 30D | +1.7% | -56.2% | +57.9% | +2.1% |
| 3M | -17.3% | -87.4% | +70.1% | -16.7% |
| 6M | +10.1% | -80.9% | +91.0% | +9.9% |
| YTD | +2.6% | -86.8% | +89.4% | +2.4% |
| 1Y | +3.7% | -91.3% | +95.0% | +3.6% |
| All | +205.8% | -100.0% | +305.8% | +194.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling