+45.5%
U vs AMIX
-99.9%
+145.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.8% | -10.9% | -2.3% |
| 7D | +24.4% | +11.4% | +12.9% | +24.1% |
| 30D | +7.4% | -40.5% | +47.9% | +8.2% |
| 3M | +16.8% | -80.1% | +96.9% | +19.5% |
| 6M | +78.8% | -74.8% | +153.6% | +74.5% |
| YTD | +14.0% | -84.0% | +98.0% | +12.3% |
| 1Y | +16.7% | -89.7% | +106.4% | +15.7% |
| All | +45.5% | -99.9% | +145.4% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling