-41.3%
TEAM vs AMIX
-100.0%
+58.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.5% |
| 7D | -2.4% | -9.9% | +7.5% | -2.4% |
| 30D | -26.7% | -52.8% | +26.0% | -26.3% |
| 3M | -9.6% | -80.0% | +70.4% | -8.6% |
| 6M | +86.0% | -80.2% | +166.3% | +80.1% |
| YTD | -7.5% | -88.1% | +80.6% | -10.8% |
| 1Y | -1.4% | -91.1% | +89.7% | -5.0% |
| All | -41.3% | -100.0% | +58.6% | -50.8% |
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 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