+39.9%
IJH vs AMIX
-99.9%
+139.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +1.0% | -3.4% | +4.4% | +1.0% |
| 30D | -3.1% | -54.4% | +51.3% | -2.9% |
| 3M | +1.9% | -45.7% | +47.7% | +1.2% |
| 6M | +11.0% | -49.2% | +60.2% | +10.1% |
| YTD | +14.7% | -60.3% | +75.1% | +13.9% |
| 1Y | +15.6% | -81.4% | +96.9% | +15.1% |
| All | +39.9% | -99.9% | +139.7% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling