+50.2%
IEFA vs AMIX
-100.0%
+150.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | +2.2% | -9.9% | +12.1% | +2.2% |
| 30D | +1.1% | -52.8% | +53.8% | +1.3% |
| 3M | -4.3% | -80.0% | +75.8% | -3.9% |
| 6M | +1.4% | -80.2% | +81.6% | +1.0% |
| YTD | +10.1% | -88.1% | +98.2% | +9.8% |
| 1Y | +12.9% | -91.1% | +104.0% | +12.7% |
| All | +50.2% | -100.0% | +150.2% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling