+100.6%
PSX vs AMIX
-99.9%
+200.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.2% |
| 7D | +4.5% | -13.7% | +18.3% | +4.5% |
| 30D | +26.6% | -62.1% | +88.7% | +26.6% |
| 3M | +39.3% | -46.2% | +85.4% | +39.5% |
| 6M | +56.8% | -46.4% | +103.2% | +57.1% |
| YTD | +101.8% | -60.3% | +162.1% | +102.6% |
| 1Y | +99.6% | -79.7% | +179.3% | +101.3% |
| All | +100.6% | -99.9% | +200.5% | +114.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling