-5.2%
TLT vs AMIX
-91.4%
+86.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | -16.0% | +16.1% | +0.1% |
| 30D | +6.2% | -55.4% | +61.6% | +6.3% |
| 3M | -0.3% | -87.5% | +87.2% | 0.0% |
| 6M | -3.4% | -81.2% | +77.8% | -2.7% |
| YTD | -3.1% | -86.8% | +83.7% | -2.1% |
| 1Y | -5.2% | -91.6% | +86.4% | -4.0% |
| All | -5.2% | -91.4% | +86.1% | -4.0% |
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