+106.8%
PSX vs AMIX
-100.0%
+206.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.4% | +10.1% | +1.6% |
| 7D | +6.4% | -10.9% | +17.3% | +6.4% |
| 30D | -10.2% | -55.0% | +44.8% | -10.2% |
| 3M | +17.2% | -82.0% | +99.2% | +17.0% |
| 6M | +51.8% | -80.4% | +132.2% | +51.7% |
| YTD | +108.0% | -88.3% | +196.3% | +108.6% |
| 1Y | +96.1% | -92.4% | +188.5% | +97.0% |
| All | +106.8% | -100.0% | +206.7% | +121.0% |
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