+49.9%
XEL vs AMIX
-100.0%
+149.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +0.5% |
| 7D | +1.4% | -10.9% | +12.3% | +1.4% |
| 30D | +9.2% | -55.0% | +64.2% | +9.2% |
| 3M | +4.5% | -82.0% | +86.5% | +4.6% |
| 6M | +3.6% | -80.4% | +84.0% | +3.8% |
| YTD | +12.9% | -88.3% | +101.2% | +13.5% |
| 1Y | +4.1% | -92.4% | +96.5% | +4.9% |
| All | +49.9% | -100.0% | +149.8% | +58.0% |
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