-50.5%
SE vs AMIX
-89.3%
+38.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.8% | -10.3% | -1.5% |
| 7D | 0.0% | +11.4% | -11.4% | 0.0% |
| 30D | -19.4% | -40.5% | +21.1% | -19.1% |
| 3M | -33.1% | -80.1% | +47.0% | -32.5% |
| 6M | -11.4% | -74.8% | +63.4% | -8.1% |
| YTD | -39.8% | -84.0% | +44.2% | -36.1% |
| 1Y | -50.5% | -89.7% | +39.2% | -46.6% |
| All | -50.5% | -89.3% | +38.8% | -46.6% |
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 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