+54.6%
SPY vs AMIX
-100.0%
+154.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.7% | -16.0% | +13.3% | -2.6% |
| 30D | -5.4% | -55.4% | +50.0% | -5.1% |
| 3M | -4.1% | -87.5% | +83.4% | -3.3% |
| 6M | +0.7% | -81.2% | +81.9% | +0.3% |
| YTD | +8.7% | -86.8% | +95.5% | +8.4% |
| 1Y | +10.9% | -91.6% | +102.5% | +10.8% |
| All | +54.6% | -100.0% | +154.5% | +58.7% |
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