-99.9%
AMIX vs MDY
+34.7%
-134.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.8% |
| 7D | -16.0% | -1.7% | -14.4% | -14.4% |
| 30D | -55.4% | -0.9% | -54.5% | -55.0% |
| 3M | -87.5% | -5.7% | -81.8% | -86.7% |
| 6M | -81.2% | -2.9% | -78.3% | -79.9% |
| YTD | -86.8% | +9.8% | -96.7% | -86.5% |
| 1Y | -91.6% | +13.5% | -105.1% | -91.5% |
| All | -99.9% | +34.7% | -134.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling