-90.5%
AMIX vs MSFU
-1.7%
-88.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.5% | +6.4% | +10.2% |
| 7D | +1.2% | +14.6% | -13.4% | -3.2% |
| 30D | -45.3% | +2.1% | -47.4% | -45.8% |
| 3M | -83.1% | +14.7% | -97.7% | -83.8% |
| 6M | -76.9% | +55.7% | -132.5% | -77.3% |
| YTD | -85.3% | +7.1% | -92.4% | -83.4% |
| All | -90.5% | -1.7% | -88.9% | -88.0% |
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