+228.3%
GE vs AMIX
-99.9%
+328.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.8% | -8.1% | +0.7% |
| 7D | +5.4% | +11.4% | -6.1% | +5.3% |
| 30D | +9.6% | -40.5% | +50.2% | +9.9% |
| 3M | -7.7% | -80.1% | +72.4% | -7.2% |
| 6M | +14.0% | -74.8% | +88.9% | +13.7% |
| YTD | +10.2% | -84.0% | +94.1% | +9.8% |
| 1Y | +8.9% | -89.7% | +98.6% | +8.6% |
| All | +228.3% | -99.9% | +328.3% | +215.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling