-39.9%
TEAM vs AMIX
-100.0%
+60.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -21.0% |
| 3M | +39.5% | -87.5% | +127.0% | +41.6% |
| 6M | +73.1% | -81.2% | +154.3% | +67.4% |
| YTD | -5.2% | -86.8% | +81.6% | -8.7% |
| 1Y | -1.6% | -91.6% | +90.0% | -5.4% |
| All | -39.9% | -100.0% | +60.1% | -49.6% |
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