+138.9%
PM vs AMIX
-100.0%
+238.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -20.0% | +21.1% | +1.1% |
| 7D | -7.1% | -8.1% | +1.0% | -7.1% |
| 30D | -2.8% | -52.3% | +49.5% | -2.9% |
| 3M | +6.3% | -83.8% | +90.1% | +6.2% |
| 6M | +9.6% | -79.0% | +88.6% | +9.9% |
| YTD | +25.6% | -87.2% | +112.8% | +26.0% |
| 1Y | +29.7% | -91.7% | +121.4% | +30.1% |
| All | +138.9% | -100.0% | +238.8% | +148.3% |
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