+43.6%
XLE vs AMIX
-91.4%
+135.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -12.0% | -16.0% | +4.0% | -12.0% |
| 30D | -2.7% | -55.4% | +52.7% | -3.0% |
| 3M | +6.6% | -87.5% | +94.1% | +6.0% |
| 6M | +9.5% | -81.2% | +90.7% | +7.0% |
| YTD | +40.6% | -86.8% | +127.4% | +36.4% |
| 1Y | +43.6% | -91.6% | +135.2% | +38.5% |
| All | +43.6% | -91.4% | +135.0% | +38.5% |
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