+143.0%
PM vs AMIX
-100.0%
+243.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.6% | +1.0% | -4.6% |
| 7D | -3.4% | -25.5% | +22.1% | -3.4% |
| 30D | +5.8% | -56.2% | +62.0% | +5.7% |
| 3M | +6.7% | -87.4% | +94.1% | +6.5% |
| 6M | +19.9% | -80.9% | +100.8% | +20.2% |
| YTD | +27.8% | -86.8% | +114.6% | +28.2% |
| 1Y | +39.4% | -91.3% | +130.7% | +39.9% |
| All | +143.0% | -100.0% | +243.0% | +152.6% |
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