-1.6%
XLU vs AMIX
-79.2%
+77.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.0% | +20.2% | +0.2% |
| 7D | +0.5% | -8.1% | +8.6% | +0.5% |
| 30D | +5.3% | -52.3% | +57.5% | +5.1% |
| 3M | +1.2% | -83.8% | +84.9% | +0.9% |
| 6M | -1.6% | -79.0% | +77.4% | -2.8% |
| All | -1.6% | -79.2% | +77.6% | -2.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling