+25.9%
GM vs AMIX
-89.3%
+115.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.8% | -9.9% | -1.1% |
| 7D | +0.4% | +11.4% | -11.0% | +0.4% |
| 30D | +7.2% | -40.5% | +47.7% | +7.2% |
| 3M | +1.0% | -80.1% | +81.1% | +1.2% |
| 6M | +13.0% | -74.8% | +87.9% | +13.5% |
| YTD | +9.8% | -84.0% | +93.8% | +8.1% |
| 1Y | +25.9% | -89.7% | +115.6% | +22.3% |
| All | +25.9% | -89.3% | +115.2% | +22.3% |
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