-53.1%
TE vs AMIX
-89.8%
+36.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +8.8% | -18.4% | -9.9% |
| 7D | -26.9% | +11.4% | -38.3% | -27.1% |
| 30D | -38.9% | -40.5% | +1.6% | -38.1% |
| 3M | -61.0% | -80.1% | +19.1% | -59.4% |
| 6M | -66.4% | -74.8% | +8.4% | -64.7% |
| YTD | -69.0% | -84.0% | +15.0% | -67.2% |
| All | -53.1% | -89.8% | +36.7% | -49.8% |
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