+86.4%
SE vs AMIX
-100.0%
+186.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.0% | -16.0% | +18.0% | +2.1% |
| 30D | -20.0% | -55.4% | +35.4% | -19.6% |
| 3M | -31.8% | -87.5% | +55.7% | -31.0% |
| 6M | -15.9% | -81.2% | +65.3% | -15.8% |
| YTD | -40.6% | -86.8% | +46.2% | -40.4% |
| 1Y | -50.7% | -91.6% | +40.9% | -50.3% |
| All | +86.4% | -100.0% | +186.3% | +108.5% |
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 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