+36.7%
PM vs AMIX
-91.4%
+128.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -5.2% | -16.0% | +10.8% | -5.3% |
| 30D | +2.7% | -55.4% | +58.1% | +2.5% |
| 3M | +6.1% | -87.5% | +93.6% | +5.5% |
| 6M | +18.0% | -81.2% | +99.2% | +16.1% |
| YTD | +26.6% | -86.8% | +113.4% | +23.2% |
| 1Y | +36.7% | -91.6% | +128.3% | +31.7% |
| All | +36.7% | -91.4% | +128.0% | +31.7% |
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