-2.2%
PG vs AMIX
-99.9%
+97.7%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.3% | +0.2% |
| 7D | -2.7% | -6.3% | +3.6% | -2.7% |
| 30D | -1.5% | -51.9% | +50.4% | -1.3% |
| 3M | -3.4% | -44.9% | +41.5% | -4.2% |
| 6M | -7.0% | -47.9% | +40.9% | -7.8% |
| YTD | +2.0% | -62.0% | +64.0% | +1.1% |
| 1Y | -6.5% | -82.0% | +75.5% | -7.3% |
| All | -2.2% | -99.9% | +97.7% | +1.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling