+38.4%
IJH vs AMIX
-99.9%
+138.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.1% |
| 7D | -0.7% | +1.6% | -2.3% | -0.7% |
| 30D | -3.8% | -50.8% | +47.0% | -3.6% |
| 3M | 0.0% | -46.3% | +46.3% | -0.7% |
| 6M | +8.8% | -49.9% | +58.6% | +7.9% |
| YTD | +13.5% | -60.4% | +73.9% | +12.7% |
| 1Y | +15.4% | -81.7% | +97.1% | +15.0% |
| All | +38.4% | -99.9% | +138.3% | +40.2% |
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