-79.4%
AMIX vs MSFU
+64.9%
-144.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +13.5% | -16.5% | -5.9% |
| 7D | -25.1% | +8.2% | -33.3% | -26.4% |
| 30D | -54.5% | +10.2% | -64.7% | -55.5% |
| 3M | -91.7% | +22.9% | -114.6% | -92.1% |
| 6M | -79.4% | +63.2% | -142.6% | -75.9% |
| All | -79.4% | +64.9% | -144.3% | -75.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling