+2.9%
SLB vs AMIX
-100.0%
+102.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.3% | -0.1% |
| 7D | +2.6% | -10.9% | +13.4% | +2.6% |
| 30D | +4.4% | -55.0% | +59.4% | +4.6% |
| 3M | -2.7% | -82.0% | +79.3% | -2.2% |
| 6M | -7.5% | -80.4% | +72.9% | -8.1% |
| YTD | +34.8% | -88.3% | +123.1% | +34.0% |
| 1Y | +44.6% | -92.4% | +137.0% | +43.7% |
| All | +2.9% | -100.0% | +102.8% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling