+16.1%
XYZ vs AMIX
-99.9%
+116.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +2.9% | -3.4% | +6.2% | +2.9% |
| 30D | +1.4% | -54.4% | +55.8% | +2.4% |
| 3M | +14.6% | -45.7% | +60.3% | +12.3% |
| 6M | +20.8% | -49.2% | +69.9% | +18.3% |
| YTD | +23.1% | -60.3% | +83.4% | +21.6% |
| 1Y | +5.6% | -81.4% | +87.0% | +6.9% |
| All | +16.1% | -99.9% | +116.0% | +39.4% |
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