-91.6%
AMIX vs MSFU
-2.2%
-89.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +13.5% | -16.5% | -7.0% |
| 7D | -25.1% | +8.2% | -33.3% | -27.0% |
| 30D | -54.5% | +10.2% | -64.7% | -56.0% |
| 3M | -91.7% | +22.9% | -114.6% | -92.3% |
| 6M | -79.4% | +63.2% | -142.6% | -80.3% |
| YTD | -86.1% | +11.7% | -97.8% | -84.5% |
| 1Y | -91.6% | -3.5% | -88.1% | -88.6% |
| All | -91.6% | -2.2% | -89.4% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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