-49.7%
NRG vs AMIX
-92.3%
+42.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -3.0% | -10.5% | -13.6% |
| 7D | -13.7% | -25.1% | +11.4% | -14.5% |
| 30D | -13.6% | -54.5% | +40.9% | -15.7% |
| 3M | -28.5% | -91.7% | +63.2% | -33.6% |
| 6M | -45.8% | -79.4% | +33.7% | -39.8% |
| YTD | -46.9% | -86.1% | +39.1% | -41.3% |
| 1Y | -49.7% | -91.6% | +41.9% | -44.5% |
| All | -49.7% | -92.3% | +42.6% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling