+59.5%
XLE vs AMIX
-100.0%
+159.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.6% | +2.6% | -3.0% |
| 7D | -10.3% | -25.5% | +15.2% | -10.3% |
| 30D | -3.3% | -56.2% | +52.9% | -3.4% |
| 3M | +8.2% | -87.4% | +95.6% | +8.2% |
| 6M | +5.0% | -80.9% | +85.9% | +5.1% |
| YTD | +40.6% | -86.8% | +127.4% | +41.0% |
| 1Y | +45.0% | -91.3% | +136.3% | +45.6% |
| All | +59.5% | -100.0% | +159.5% | +66.1% |
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