+62.2%
GEV vs AMIX
-80.5%
+142.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +8.1% | -3.4% | +11.5% | +8.1% |
| 30D | -1.9% | -54.4% | +52.5% | -1.8% |
| 3M | +4.1% | -45.7% | +49.8% | +7.3% |
| 6M | +23.2% | -49.2% | +72.4% | +27.0% |
| YTD | +48.9% | -60.3% | +109.2% | +54.0% |
| 1Y | +62.2% | -81.4% | +143.5% | +88.1% |
| All | +62.2% | -80.5% | +142.7% | +88.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling