+35.9%
NFLX vs AMIX
-99.9%
+135.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.4% | -5.3% |
| 7D | -4.2% | -13.7% | +9.5% | -4.2% |
| 30D | +5.5% | -62.1% | +67.5% | +5.8% |
| 3M | -4.1% | -46.2% | +42.1% | -4.6% |
| 6M | -20.7% | -46.4% | +25.7% | -21.1% |
| YTD | -16.5% | -60.3% | +43.7% | -16.9% |
| 1Y | -37.8% | -79.7% | +41.9% | -37.8% |
| All | +35.9% | -99.9% | +135.8% | +27.7% |
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