+0.8%
META vs AMIX
-92.3%
+93.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.0% | +4.5% | +1.5% |
| 7D | +2.9% | -25.1% | +28.0% | +2.9% |
| 30D | -15.1% | -54.5% | +39.4% | -14.9% |
| 3M | +7.2% | -91.7% | +99.0% | +7.7% |
| 6M | +3.4% | -79.4% | +82.8% | +5.3% |
| YTD | -4.3% | -86.1% | +81.7% | -2.7% |
| 1Y | +0.8% | -91.6% | +92.3% | +2.1% |
| All | +0.8% | -92.3% | +93.1% | +2.1% |
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