+39.1%
IJH vs AMIX
-100.0%
+139.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -20.0% | +20.8% | +0.9% |
| 7D | +0.2% | -8.1% | +8.3% | +0.2% |
| 30D | +2.1% | -52.3% | +54.4% | +2.4% |
| 3M | -3.6% | -83.8% | +80.2% | -3.0% |
| 6M | +1.8% | -79.0% | +80.8% | +1.4% |
| YTD | +14.1% | -87.2% | +101.3% | +13.8% |
| 1Y | +15.9% | -91.7% | +107.6% | +15.7% |
| All | +39.1% | -100.0% | +139.1% | +41.5% |
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