-79.7%
AMIX vs MGY
+15.5%
-95.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -3.4% |
| 7D | -13.7% | +2.1% | -15.8% | -11.7% |
| 30D | -62.1% | +13.8% | -75.9% | -56.9% |
| 3M | -46.2% | -4.3% | -41.9% | -46.4% |
| 6M | -46.4% | -5.1% | -41.4% | -47.1% |
| YTD | -60.3% | +24.8% | -85.1% | -56.4% |
| 1Y | -79.7% | +11.8% | -91.5% | -78.1% |
| All | -79.7% | +15.5% | -95.2% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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