-10.3%
NOW vs AMIX
-99.9%
+89.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -3.0% |
| 7D | -2.4% | -13.7% | +11.3% | -2.3% |
| 30D | +20.5% | -62.1% | +82.6% | +21.5% |
| 3M | +18.3% | -46.2% | +64.5% | +15.4% |
| 6M | +24.1% | -46.4% | +70.5% | +20.9% |
| YTD | -7.8% | -60.3% | +52.5% | -10.0% |
| 1Y | -21.4% | -79.7% | +58.3% | -23.0% |
| All | -10.3% | -99.9% | +89.6% | -11.0% |
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