+44.5%
T vs AMIX
-99.9%
+144.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.8% | -11.1% | +0.8% |
| 7D | +1.7% | +1.2% | +0.5% | +1.7% |
| 30D | -1.7% | -45.3% | +43.6% | -1.8% |
| 3M | -7.3% | -83.1% | +75.7% | -7.7% |
| 6M | -11.2% | -76.9% | +65.7% | -10.4% |
| YTD | -8.1% | -85.3% | +77.2% | -7.2% |
| 1Y | -8.0% | -89.8% | +81.8% | -7.1% |
| All | +44.5% | -99.9% | +144.5% | +53.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling