+61.5%
SPY vs AMIX
-99.9%
+161.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.4% |
| 7D | +0.1% | -13.7% | +13.8% | +0.2% |
| 30D | +0.1% | -62.1% | +62.1% | +0.4% |
| 3M | +2.0% | -46.2% | +48.2% | +1.2% |
| 6M | +13.0% | -46.4% | +59.4% | +12.0% |
| YTD | +13.5% | -60.3% | +73.8% | +12.7% |
| 1Y | +20.0% | -79.7% | +99.6% | +19.5% |
| All | +61.5% | -99.9% | +161.4% | +65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling