+34.4%
INTC vs AMIX
-99.9%
+134.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.8% | -10.9% | -2.3% |
| 7D | -4.0% | +11.4% | -15.4% | -4.2% |
| 30D | -44.5% | -40.5% | -4.0% | -43.9% |
| 3M | -40.4% | -80.1% | +39.7% | -38.6% |
| 6M | -53.5% | -74.8% | +21.4% | -55.0% |
| YTD | +57.5% | -84.0% | +141.5% | +53.0% |
| 1Y | +51.2% | -89.7% | +140.9% | +47.4% |
| All | +34.4% | -99.9% | +134.3% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling