-79.7%
AMIX vs MOS
-17.5%
-62.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.9% |
| 7D | -13.7% | +9.5% | -23.3% | -19.6% |
| 30D | -62.1% | +10.4% | -72.5% | -64.7% |
| 3M | -46.2% | +12.9% | -59.0% | -52.3% |
| 6M | -46.4% | +1.2% | -47.7% | -52.9% |
| YTD | -60.3% | +9.3% | -69.6% | -62.7% |
| 1Y | -79.7% | -18.0% | -61.7% | -79.4% |
| All | -79.7% | -17.5% | -62.2% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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