+32.9%
MSFT vs AMIX
-99.9%
+132.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.8% | -11.0% | -2.2% |
| 7D | +2.3% | +11.4% | -9.1% | +2.3% |
| 30D | -0.4% | -40.5% | +40.2% | -0.2% |
| 3M | +5.6% | -80.1% | +85.6% | +5.9% |
| 6M | +29.0% | -74.8% | +103.8% | +28.8% |
| YTD | +10.9% | -84.0% | +94.9% | +10.9% |
| 1Y | +6.2% | -89.7% | +95.9% | +6.3% |
| All | +32.9% | -99.9% | +132.8% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling