+18.4%
U vs AMIX
-92.3%
+110.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.0% | +7.9% | +4.9% |
| 7D | +7.5% | -25.1% | +32.6% | +7.9% |
| 30D | -7.0% | -54.5% | +47.5% | -6.1% |
| 3M | +20.6% | -91.7% | +112.3% | +24.2% |
| 6M | +53.2% | -79.4% | +132.6% | +54.0% |
| YTD | -3.9% | -86.1% | +82.2% | -3.4% |
| 1Y | +18.4% | -91.6% | +109.9% | +18.8% |
| All | +18.4% | -92.3% | +110.7% | +18.8% |
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 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