+12.6%
HPQ vs AMIX
-100.0%
+112.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.6% |
| 7D | +3.2% | -9.9% | +13.0% | +3.2% |
| 30D | -3.6% | -52.8% | +49.1% | -2.7% |
| 3M | -5.3% | -80.0% | +74.7% | -3.5% |
| 6M | +41.1% | -80.2% | +121.4% | +38.3% |
| YTD | +36.9% | -88.1% | +125.0% | +34.5% |
| 1Y | +23.5% | -91.1% | +114.6% | +21.6% |
| All | +12.6% | -100.0% | +112.5% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling