+13.9%
NFLX vs AMIX
-100.0%
+113.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.6% | +4.3% | -1.2% |
| 7D | +5.7% | -25.5% | +31.1% | +5.8% |
| 30D | -4.6% | -56.2% | +51.6% | -4.3% |
| 3M | -11.6% | -87.4% | +75.8% | -11.0% |
| 6M | -25.4% | -80.9% | +55.5% | -25.6% |
| YTD | -30.1% | -86.8% | +56.8% | -30.1% |
| 1Y | -40.3% | -91.3% | +51.0% | -40.2% |
| All | +13.9% | -100.0% | +113.8% | +7.4% |
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