+54.1%
XLU vs AMIX
-100.0%
+154.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.4% | 0.0% |
| 7D | +1.2% | -10.9% | +12.0% | +1.2% |
| 30D | +4.6% | -55.0% | +59.6% | +4.6% |
| 3M | +0.7% | -82.0% | +82.7% | +0.7% |
| 6M | -1.7% | -80.4% | +78.7% | -1.4% |
| YTD | +4.8% | -88.3% | +93.0% | +5.5% |
| 1Y | +0.2% | -92.4% | +92.6% | +1.1% |
| All | +54.1% | -100.0% | +154.1% | +63.1% |
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