+492.6%
GEV vs AMIX
-99.9%
+592.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -9.8% | -16.0% | +6.3% | -9.7% |
| 30D | -22.3% | -55.4% | +33.1% | -22.1% |
| 3M | -22.6% | -87.5% | +64.9% | -22.2% |
| 6M | -30.7% | -81.2% | +50.5% | -30.5% |
| YTD | +18.7% | -86.8% | +105.6% | +19.5% |
| 1Y | +41.0% | -91.6% | +132.6% | +42.5% |
| All | +492.6% | -99.9% | +592.5% | +510.0% |
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