+20.0%
IEFA vs AMIX
-80.5%
+100.5%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +6.6% |
| 6M | +11.2% | -49.2% | +60.3% | +11.4% |
| YTD | +14.2% | -60.3% | +74.5% | +14.3% |
| 1Y | +20.0% | -81.4% | +101.4% | +24.4% |
| All | +20.0% | -80.5% | +100.5% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling