-99.9%
AMIX vs MDY
+37.7%
-137.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.3% |
| 7D | -9.9% | +2.3% | -12.1% | -12.2% |
| 30D | -52.8% | +2.0% | -54.8% | -53.9% |
| 3M | -80.0% | -5.6% | -74.4% | -78.6% |
| 6M | -80.2% | +1.3% | -81.5% | -79.6% |
| YTD | -88.1% | +12.3% | -100.5% | -88.2% |
| 1Y | -91.1% | +15.8% | -106.8% | -91.2% |
| All | -99.9% | +37.7% | -137.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling