+48.8%
U vs AMIX
-100.0%
+148.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +36.6% | -16.0% | +52.6% | +36.9% |
| 30D | +13.3% | -55.4% | +68.7% | +14.7% |
| 3M | +26.2% | -87.5% | +113.7% | +30.0% |
| 6M | +88.7% | -81.2% | +169.9% | +85.3% |
| YTD | +16.6% | -86.8% | +103.4% | +15.3% |
| 1Y | +29.0% | -91.6% | +120.5% | +28.2% |
| All | +48.8% | -100.0% | +148.8% | +38.2% |
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 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