+40.2%
HBAN vs AMIX
-99.9%
+140.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -1.5% | +1.6% | -3.0% | -1.5% |
| 30D | -5.5% | -50.8% | +45.3% | -5.3% |
| 3M | -0.2% | -46.3% | +46.0% | -0.7% |
| 6M | +5.2% | -49.9% | +55.0% | +4.6% |
| YTD | -2.3% | -60.4% | +58.1% | -2.6% |
| 1Y | -2.2% | -81.7% | +79.5% | -1.6% |
| All | +40.2% | -99.9% | +140.1% | +35.6% |
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