-99.9%
AMIX vs MOH
-40.5%
-59.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.0% |
| 7D | -9.9% | +0.2% | -10.1% | -9.6% |
| 30D | -52.8% | +0.1% | -52.9% | -52.5% |
| 3M | -80.0% | +1.8% | -81.9% | -79.7% |
| 6M | -80.2% | +9.1% | -89.4% | -78.9% |
| YTD | -88.1% | +20.7% | -108.9% | -86.8% |
| 1Y | -91.1% | +51.3% | -142.3% | -89.2% |
| All | -99.9% | -40.5% | -59.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 10y: compounded portfolio wealth divided by compounded MOH 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…
10y analysis · Full analysis span regression · 6 months rolling