+48.3%
XLE vs AMIX
-81.0%
+129.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.1% | -0.9% |
| 7D | +2.2% | -13.7% | +15.9% | +2.2% |
| 30D | +11.8% | -62.1% | +73.8% | +11.6% |
| 3M | +9.8% | -46.2% | +56.0% | +7.4% |
| 6M | +15.6% | -46.4% | +62.0% | +13.7% |
| YTD | +45.3% | -60.3% | +105.5% | +42.2% |
| 1Y | +48.3% | -79.7% | +128.0% | +48.5% |
| All | +48.3% | -81.0% | +129.3% | +48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling