+75.5%
SMR vs AMIX
-100.0%
+175.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.0% | +20.2% | +0.5% |
| 7D | +1.9% | -8.1% | +10.0% | +2.1% |
| 30D | -21.9% | -52.3% | +30.3% | -21.0% |
| 3M | -47.1% | -83.8% | +36.7% | -45.6% |
| 6M | -60.6% | -79.0% | +18.3% | -60.9% |
| YTD | -63.1% | -87.2% | +24.1% | -62.9% |
| 1Y | -80.4% | -91.7% | +11.3% | -80.2% |
| All | +75.5% | -100.0% | +175.5% | +57.9% |
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