-81.7%
AMIX vs MOH
+9.6%
-91.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.7% |
| 7D | +1.6% | -4.2% | +5.7% | -0.4% |
| 30D | -50.8% | -2.4% | -48.4% | -51.1% |
| 3M | -46.3% | -4.4% | -41.9% | -45.2% |
| 6M | -49.9% | +32.9% | -82.8% | -46.6% |
| YTD | -60.4% | +11.9% | -72.3% | -59.0% |
| 1Y | -81.7% | +6.9% | -88.6% | -80.3% |
| All | -81.7% | +9.6% | -91.3% | -80.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling