-91.6%
AMIX vs MSFU
-9.0%
-82.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.6% |
| 7D | -16.0% | +2.5% | -18.5% | -16.9% |
| 30D | -55.4% | -1.3% | -54.1% | -55.4% |
| 3M | -87.5% | +8.6% | -96.2% | -87.9% |
| 6M | -81.2% | +48.4% | -129.6% | -81.4% |
| YTD | -86.8% | +1.6% | -88.4% | -84.8% |
| 1Y | -91.6% | -5.8% | -85.8% | -89.2% |
| All | -91.6% | -9.0% | -82.5% | -89.2% |
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