-5.6%
TLT vs AMIX
-92.3%
+86.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +0.8% |
| 7D | +1.0% | -25.1% | +26.1% | +1.0% |
| 30D | +6.0% | -54.5% | +60.6% | +6.2% |
| 3M | -0.9% | -91.7% | +90.8% | -0.5% |
| 6M | -2.3% | -79.4% | +77.2% | -1.6% |
| YTD | -3.3% | -86.1% | +82.7% | -2.2% |
| 1Y | -5.6% | -91.6% | +86.0% | -4.2% |
| All | -5.6% | -92.3% | +86.7% | -4.2% |
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