+102.9%
W vs AMIX
-100.0%
+202.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.4% | +5.9% | -2.1% |
| 7D | -1.7% | -10.9% | +9.2% | -1.3% |
| 30D | +3.2% | -55.0% | +58.2% | +7.4% |
| 3M | +8.3% | -82.0% | +90.3% | +17.7% |
| 6M | +84.3% | -80.4% | +164.7% | +73.9% |
| YTD | +11.0% | -88.3% | +99.3% | +4.8% |
| 1Y | -0.2% | -92.4% | +92.2% | -5.7% |
| All | +102.9% | -100.0% | +202.8% | +83.9% |
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