-46.2%
SE vs AMIX
-92.3%
+46.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.1% |
| 7D | -0.5% | -9.9% | +9.4% | -0.4% |
| 30D | -20.9% | -52.8% | +31.8% | -20.6% |
| 3M | -38.9% | -80.0% | +41.1% | -38.3% |
| 6M | -19.4% | -80.2% | +60.8% | -16.5% |
| YTD | -40.9% | -88.1% | +47.2% | -37.3% |
| 1Y | -46.2% | -91.1% | +44.9% | -42.5% |
| All | -46.2% | -92.3% | +46.1% | -42.5% |
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