+55.8%
IEFA vs AMIX
-99.9%
+155.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +1.2% | -3.4% | +4.5% | +1.2% |
| 30D | -0.6% | -54.4% | +53.8% | -0.4% |
| 3M | +6.2% | -45.7% | +52.0% | +5.6% |
| 6M | +11.2% | -49.2% | +60.3% | +10.5% |
| YTD | +14.2% | -60.3% | +74.5% | +13.5% |
| 1Y | +20.0% | -81.4% | +101.4% | +19.5% |
| All | +55.8% | -99.9% | +155.6% | +56.4% |
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