-41.9%
TEAM vs AMIX
-99.9%
+58.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.8% | -12.9% | -4.1% |
| 7D | -22.2% | +11.4% | -33.7% | -22.3% |
| 30D | -28.1% | -40.5% | +12.4% | -27.9% |
| 3M | -2.2% | -80.1% | +77.9% | -1.0% |
| 6M | +62.2% | -74.8% | +137.1% | +56.7% |
| YTD | -8.4% | -84.0% | +75.6% | -11.8% |
| 1Y | -6.6% | -89.7% | +83.1% | -10.4% |
| All | -41.9% | -99.9% | +58.1% | -51.3% |
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 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