+291.3%
INTC vs AMIX
-80.5%
+371.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +4.5% |
| 7D | +7.1% | -13.7% | +20.8% | +7.4% |
| 30D | -5.2% | -62.1% | +56.9% | -3.6% |
| 3M | -14.3% | -46.2% | +31.9% | -17.5% |
| 6M | +110.2% | -46.4% | +156.6% | +101.3% |
| YTD | +159.6% | -60.3% | +219.9% | +148.0% |
| All | +291.3% | -80.5% | +371.8% | +271.9% |
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