+63.9%
TE vs AMIX
-100.0%
+163.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -12.6% | -16.0% | +3.4% | -12.1% |
| 30D | -36.7% | -55.4% | +18.7% | -35.3% |
| 3M | -57.5% | -87.5% | +30.0% | -55.1% |
| 6M | -55.2% | -81.2% | +26.0% | -55.8% |
| YTD | -64.7% | -86.8% | +22.2% | -64.9% |
| 1Y | -35.9% | -91.6% | +55.7% | -35.5% |
| All | +63.9% | -100.0% | +163.8% | +80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling