+9.4%
IVV vs AMIX
-91.8%
+101.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.6% | +1.2% | -4.4% |
| 7D | -4.8% | -25.5% | +20.7% | -4.6% |
| 30D | -5.9% | -56.2% | +50.3% | -5.6% |
| 3M | -4.5% | -87.4% | +82.9% | -3.8% |
| 6M | +1.8% | -80.9% | +82.7% | +2.4% |
| YTD | +8.4% | -86.8% | +95.2% | +8.9% |
| 1Y | +9.4% | -91.3% | +100.7% | +9.9% |
| All | +9.4% | -91.8% | +101.2% | +9.9% |
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