-91.1%
AMIX vs MSFU
-13.0%
-78.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -9.9% | -2.8% | -7.1% | -8.9% |
| 30D | -52.8% | -5.3% | -47.4% | -52.0% |
| 3M | -80.0% | +7.2% | -87.3% | -80.5% |
| 6M | -80.2% | +51.0% | -131.2% | -80.3% |
| YTD | -88.1% | -1.2% | -86.9% | -86.4% |
| 1Y | -91.1% | -10.3% | -80.7% | -88.6% |
| All | -91.1% | -13.0% | -78.1% | -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