-89.7%
AMIX vs MDY
+14.5%
-104.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.2% | +9.9% |
| 7D | +11.4% | 0.0% | +11.4% | +11.3% |
| 30D | -40.5% | +1.0% | -41.5% | -42.6% |
| 3M | -80.1% | -4.1% | -76.0% | -77.3% |
| 6M | -74.8% | +0.6% | -75.5% | -71.8% |
| YTD | -84.0% | +12.9% | -96.9% | -78.8% |
| 1Y | -89.7% | +14.6% | -104.3% | -84.9% |
| All | -89.7% | +14.5% | -104.2% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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