-49.1%
TE vs AMIX
-90.1%
+41.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +11.8% | -14.8% | -3.3% |
| 7D | -10.5% | +1.2% | -11.7% | -10.6% |
| 30D | -32.4% | -45.3% | +12.9% | -31.3% |
| 3M | -60.9% | -83.1% | +22.2% | -59.1% |
| 6M | -62.8% | -76.9% | +14.0% | -60.9% |
| YTD | -65.7% | -85.3% | +19.6% | -63.7% |
| All | -49.1% | -90.1% | +41.0% | -45.2% |
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