+35.5%
HBAN vs AMIX
-99.9%
+135.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.8% | -8.9% | +2.9% |
| 7D | -0.6% | +1.2% | -1.8% | -0.6% |
| 30D | +3.9% | -45.3% | +49.3% | +4.2% |
| 3M | -8.4% | -83.1% | +74.7% | -7.7% |
| 6M | +0.6% | -76.9% | +77.5% | +0.3% |
| YTD | -5.5% | -85.3% | +79.7% | -5.4% |
| 1Y | +5.4% | -89.8% | +95.2% | +5.7% |
| All | +35.5% | -99.9% | +135.5% | +31.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling