+92.3%
PH vs AMIX
-100.0%
+192.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | -2.0% |
| 7D | -3.9% | -25.5% | +21.6% | -3.8% |
| 30D | -9.4% | -56.2% | +46.8% | -9.3% |
| 3M | -10.3% | -87.4% | +77.1% | -10.0% |
| 6M | +2.7% | -80.9% | +83.6% | +3.5% |
| YTD | +2.1% | -86.8% | +89.0% | +3.4% |
| 1Y | +16.2% | -91.3% | +107.6% | +18.1% |
| All | +92.3% | -100.0% | +192.3% | +123.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling