+108.1%
PH vs AMIX
-99.9%
+208.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -7.9% | +0.9% |
| 7D | +2.1% | +11.4% | -9.3% | +2.1% |
| 30D | +0.3% | -40.5% | +40.8% | +0.4% |
| 3M | -8.8% | -80.1% | +71.3% | -8.6% |
| 6M | +10.0% | -74.8% | +84.9% | +10.7% |
| YTD | +10.5% | -84.0% | +94.5% | +11.8% |
| 1Y | +15.5% | -89.7% | +105.2% | +17.4% |
| All | +108.1% | -99.9% | +208.0% | +142.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling