-48.8%
SE vs AMIX
-92.3%
+43.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.0% | +7.5% | +4.5% |
| 7D | +6.7% | -25.1% | +31.8% | +6.9% |
| 30D | -17.2% | -54.5% | +37.3% | -16.8% |
| 3M | -28.0% | -91.7% | +63.7% | -27.1% |
| 6M | -6.1% | -79.4% | +73.3% | -2.0% |
| YTD | -37.1% | -86.1% | +48.9% | -33.1% |
| 1Y | -48.8% | -91.6% | +42.8% | -44.4% |
| All | -48.8% | -92.3% | +43.6% | -44.4% |
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