+13.2%
PH vs AMIX
-89.8%
+103.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -7.9% | +0.9% |
| 7D | +2.1% | +11.4% | -9.3% | +2.2% |
| 30D | +0.3% | -40.5% | +40.8% | +0.2% |
| 3M | -8.8% | -80.1% | +71.3% | -9.1% |
| 6M | +10.0% | -74.8% | +84.9% | +12.0% |
| YTD | +10.5% | -84.0% | +94.5% | +12.0% |
| All | +13.2% | -89.8% | +103.0% | +14.4% |
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