-91.7%
AMIX vs MOS
-7.3%
-84.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.8% | -19.2% | -19.5% |
| 7D | -8.1% | +5.5% | -13.5% | -10.7% |
| 30D | -52.3% | +21.0% | -73.2% | -58.0% |
| 3M | -83.8% | -0.5% | -83.3% | -83.6% |
| 6M | -79.0% | +6.6% | -85.6% | -79.5% |
| YTD | -87.2% | -2.8% | -84.4% | -85.4% |
| 1Y | -91.7% | -8.1% | -83.6% | -92.3% |
| All | -91.7% | -7.3% | -84.4% | -92.3% |
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