-99.8%
AMIX vs MDY
+41.2%
-141.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.1% | -2.1% |
| 7D | -13.7% | +0.1% | -13.9% | -13.8% |
| 30D | -62.1% | -1.5% | -60.6% | -61.5% |
| 3M | -46.2% | +0.8% | -46.9% | -45.3% |
| 6M | -46.4% | +7.4% | -53.8% | -46.9% |
| YTD | -60.3% | +15.2% | -75.5% | -61.6% |
| 1Y | -79.7% | +16.5% | -96.2% | -80.3% |
| All | -99.8% | +41.2% | -141.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling