-1.6%
TEAM vs AMIX
-91.4%
+89.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.2% | -16.2% |
| 7D | -19.8% | -16.0% | -3.8% | -19.7% |
| 30D | -21.5% | -55.4% | +33.9% | -20.8% |
| 3M | +39.5% | -87.5% | +127.0% | +42.5% |
| 6M | +73.1% | -81.2% | +154.3% | +68.6% |
| YTD | -5.2% | -86.8% | +81.6% | -9.5% |
| 1Y | -1.6% | -91.6% | +90.0% | -7.0% |
| All | -1.6% | -91.4% | +89.8% | -7.0% |
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