-35.0%
NOW vs AMIX
-100.0%
+65.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.6% | -0.3% | -5.9% |
| 7D | -6.7% | -25.5% | +18.8% | -6.4% |
| 30D | -25.8% | -56.2% | +30.4% | -25.2% |
| 3M | -12.7% | -87.4% | +74.8% | -11.1% |
| 6M | +11.2% | -80.9% | +92.2% | +9.4% |
| YTD | -33.2% | -86.8% | +53.7% | -34.1% |
| 1Y | -41.8% | -91.3% | +49.5% | -42.5% |
| All | -35.0% | -100.0% | +65.0% | -34.9% |
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 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