-99.8%
AMIX vs MOH
-44.8%
-54.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.7% |
| 7D | +1.6% | -4.2% | +5.7% | -0.2% |
| 30D | -50.8% | -2.4% | -48.4% | -51.1% |
| 3M | -46.3% | -4.4% | -41.9% | -45.8% |
| 6M | -49.9% | +32.9% | -82.8% | -44.3% |
| YTD | -60.4% | +11.9% | -72.3% | -57.7% |
| 1Y | -81.7% | +6.9% | -88.6% | -80.4% |
| All | -99.8% | -44.8% | -54.9% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling