+61.0%
SPYM vs AMIX
-99.9%
+160.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.6% |
| 7D | +0.6% | -3.4% | +4.0% | +0.6% |
| 30D | -0.9% | -54.4% | +53.5% | -0.6% |
| 3M | +3.9% | -45.7% | +49.7% | +3.1% |
| 6M | +14.5% | -49.2% | +63.7% | +13.6% |
| YTD | +13.0% | -60.3% | +73.3% | +12.2% |
| 1Y | +19.4% | -81.4% | +100.8% | +19.0% |
| All | +61.0% | -99.9% | +160.8% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling