+17.0%
PG vs AMIX
-92.3%
+109.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.3% | +3.3% |
| 7D | +5.7% | -25.1% | +30.8% | +5.8% |
| 30D | +15.4% | -54.5% | +69.9% | +15.7% |
| 3M | +13.8% | -91.7% | +105.5% | +14.7% |
| 6M | +18.3% | -79.4% | +97.8% | +17.4% |
| YTD | +20.1% | -86.1% | +106.2% | +18.5% |
| 1Y | +17.0% | -91.6% | +108.6% | +14.6% |
| All | +17.0% | -92.3% | +109.3% | +14.6% |
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