+54.4%
INTC vs AMIX
-90.1%
+144.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +11.8% | -6.4% | +5.2% |
| 7D | -1.0% | +1.2% | -2.2% | -1.0% |
| 30D | -43.3% | -45.3% | +2.0% | -42.5% |
| 3M | -41.6% | -83.1% | +41.5% | -39.4% |
| 6M | -52.5% | -76.9% | +24.4% | -53.1% |
| YTD | +60.9% | -85.3% | +146.2% | +59.1% |
| All | +54.4% | -90.1% | +144.5% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling