-91.1%
AMIX vs MSTU
-90.4%
-0.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +2.0% |
| 7D | -9.9% | -25.8% | +15.9% | -5.4% |
| 30D | -52.8% | -43.9% | -8.9% | -48.4% |
| 3M | -80.0% | +2.9% | -82.9% | -81.9% |
| 6M | -80.2% | -75.5% | -4.7% | -79.4% |
| YTD | -88.1% | -76.7% | -11.4% | -88.9% |
| 1Y | -91.1% | -88.9% | -2.1% | -91.8% |
| All | -91.1% | -90.4% | -0.6% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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