+58.2%
SPY vs AMIX
-99.9%
+158.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.8% | -9.5% | +2.3% |
| 7D | +0.1% | +1.2% | -1.1% | +0.1% |
| 30D | -3.3% | -45.3% | +42.0% | -3.1% |
| 3M | -2.4% | -83.1% | +80.6% | -1.7% |
| 6M | +2.6% | -76.9% | +79.4% | +2.0% |
| YTD | +11.2% | -85.3% | +96.5% | +10.9% |
| 1Y | +13.4% | -89.8% | +103.2% | +13.2% |
| All | +58.2% | -99.9% | +158.2% | +62.4% |
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