+12.8%
TEAM vs AMIX
-81.0%
+93.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.6% |
| 7D | -0.4% | -13.7% | +13.3% | -0.3% |
| 30D | +67.3% | -62.1% | +129.4% | +68.9% |
| 3M | +86.8% | -46.2% | +132.9% | +81.0% |
| 6M | +146.8% | -46.4% | +193.2% | +137.7% |
| YTD | +16.9% | -60.3% | +77.2% | +11.8% |
| 1Y | +12.8% | -79.7% | +92.5% | +12.0% |
| All | +12.8% | -81.0% | +93.8% | +12.0% |
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