+85.1%
GOOG vs AMIX
-100.0%
+185.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.1% | -16.0% | +18.1% | +2.2% |
| 30D | -18.3% | -55.4% | +37.2% | -17.8% |
| 3M | -20.3% | -87.5% | +67.2% | -19.3% |
| 6M | -28.1% | -81.2% | +53.1% | -28.1% |
| YTD | -9.3% | -86.8% | +77.5% | -9.0% |
| 1Y | -0.2% | -91.6% | +91.3% | +0.4% |
| All | +85.1% | -100.0% | +185.1% | +86.3% |
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 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