-39.2%
NRG vs AMIX
-91.8%
+52.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -20.0% | +20.4% | -0.2% |
| 7D | +17.1% | -8.1% | +25.2% | +16.9% |
| 30D | -7.9% | -52.3% | +44.4% | -9.9% |
| 3M | -18.2% | -83.8% | +65.6% | -22.5% |
| 6M | -28.4% | -79.0% | +50.6% | -20.5% |
| YTD | -37.9% | -87.2% | +49.3% | -30.8% |
| 1Y | -39.2% | -91.7% | +52.5% | -32.2% |
| All | -39.2% | -91.8% | +52.6% | -32.2% |
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