+46.6%
XLE vs AMIX
-92.5%
+139.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.4% | +10.0% | +1.5% |
| 7D | +4.4% | -10.9% | +15.2% | +4.4% |
| 30D | -4.3% | -55.0% | +50.7% | -4.5% |
| 3M | +6.0% | -82.0% | +88.1% | +5.6% |
| 6M | +13.2% | -80.4% | +93.7% | +11.0% |
| YTD | +46.7% | -88.3% | +135.0% | +42.3% |
| 1Y | +46.6% | -92.4% | +139.0% | +41.4% |
| All | +46.6% | -92.5% | +139.1% | +41.4% |
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