+138.0%
INTC vs AMIX
-99.9%
+237.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +3.0% | +2.6% |
| 7D | +7.5% | -4.8% | +12.2% | +7.6% |
| 30D | +2.0% | -42.0% | +44.0% | +2.9% |
| 3M | -12.0% | -46.5% | +34.5% | -16.1% |
| 6M | +114.5% | -48.2% | +162.8% | +104.2% |
| YTD | +179.0% | -62.2% | +241.1% | +166.3% |
| 1Y | +318.3% | -82.1% | +400.3% | +301.8% |
| All | +138.0% | -99.9% | +237.8% | +112.7% |
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 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