+30.1%
INTC vs AMIX
-100.0%
+130.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.7% | +7.7% |
| 7D | -14.4% | -16.0% | +1.6% | -14.1% |
| 30D | -50.2% | -55.4% | +5.2% | -49.4% |
| 3M | -43.6% | -87.5% | +43.9% | -41.3% |
| 6M | -50.2% | -81.2% | +31.0% | -51.5% |
| YTD | +52.5% | -86.8% | +139.4% | +48.8% |
| 1Y | +51.1% | -91.6% | +142.7% | +48.0% |
| All | +30.1% | -100.0% | +130.0% | +18.9% |
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 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