+104.8%
W vs AMIX
-99.9%
+204.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.8% | -12.5% | -4.2% |
| 7D | +1.1% | +11.4% | -10.4% | +0.4% |
| 30D | +6.4% | -40.5% | +46.9% | +9.2% |
| 3M | +9.0% | -80.1% | +89.1% | +17.9% |
| 6M | +69.8% | -74.8% | +144.6% | +57.9% |
| YTD | +12.1% | -84.0% | +96.0% | +4.2% |
| 1Y | 0.0% | -89.7% | +89.7% | -6.9% |
| All | +104.8% | -99.9% | +204.7% | +82.9% |
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