-99.9%
AMIX vs MOH
-42.2%
-57.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.7% | +14.5% | +10.8% |
| 7D | +1.2% | -2.4% | +3.6% | +0.5% |
| 30D | -45.3% | +3.3% | -48.6% | -44.3% |
| 3M | -83.1% | +3.5% | -86.6% | -82.6% |
| 6M | -76.9% | +9.4% | -86.2% | -75.4% |
| YTD | -85.3% | +17.2% | -102.5% | -83.8% |
| 1Y | -89.8% | +33.7% | -123.5% | -88.2% |
| All | -99.9% | -42.2% | -57.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling