+86.2%
PSX vs AMIX
-89.3%
+175.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.8% | -9.7% | -0.9% |
| 7D | -7.8% | +11.4% | -19.3% | -7.8% |
| 30D | -9.9% | -40.5% | +30.6% | -10.1% |
| 3M | +16.9% | -80.1% | +97.0% | +16.2% |
| 6M | +48.0% | -74.8% | +122.8% | +43.3% |
| YTD | +98.3% | -84.0% | +182.3% | +88.6% |
| 1Y | +86.2% | -89.7% | +175.9% | +74.7% |
| All | +86.2% | -89.3% | +175.4% | +74.7% |
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