+86.1%
SE vs AMIX
-100.0%
+186.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -5.6% | -0.1% | -5.6% |
| 7D | -1.2% | -25.5% | +24.3% | -1.0% |
| 30D | -21.7% | -56.2% | +34.5% | -21.2% |
| 3M | -34.2% | -87.4% | +53.3% | -33.4% |
| 6M | -10.5% | -80.9% | +70.4% | -10.5% |
| YTD | -40.7% | -86.8% | +46.1% | -40.5% |
| 1Y | -52.1% | -91.3% | +39.3% | -51.7% |
| All | +86.1% | -100.0% | +186.1% | +108.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling