+11.3%
SPYM vs AMIX
-89.3%
+100.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.2% | -0.4% |
| 7D | -0.6% | +11.4% | -12.0% | -0.6% |
| 30D | -3.7% | -40.5% | +36.8% | -3.5% |
| 3M | -2.7% | -80.1% | +77.4% | -2.2% |
| 6M | +2.2% | -74.8% | +77.1% | +2.6% |
| YTD | +10.9% | -84.0% | +94.9% | +11.3% |
| 1Y | +11.3% | -89.7% | +101.0% | +11.6% |
| All | +11.3% | -89.3% | +100.6% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling