-3.1%
XLY vs AMIX
-82.5%
+79.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.4% |
| 7D | -3.9% | -6.3% | +2.4% | -3.9% |
| 30D | -6.1% | -51.9% | +45.8% | -6.0% |
| 3M | -1.2% | -44.9% | +43.8% | +0.8% |
| 6M | -1.8% | -47.9% | +46.2% | -0.1% |
| YTD | -5.9% | -62.0% | +56.2% | -3.9% |
| 1Y | -3.1% | -82.0% | +78.9% | +4.8% |
| All | -3.1% | -82.5% | +79.4% | +4.8% |
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 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