-79.7%
AMIX vs MSTZ
-29.5%
-50.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -1.4% |
| 7D | -13.7% | -29.7% | +16.0% | -18.2% |
| 30D | -62.1% | -65.3% | +3.2% | -68.6% |
| 3M | -46.2% | -57.3% | +11.2% | -52.7% |
| 6M | -46.4% | -61.6% | +15.2% | -52.6% |
| YTD | -60.3% | -78.3% | +18.0% | -66.1% |
| 1Y | -79.7% | -30.2% | -49.4% | -78.8% |
| All | -79.7% | -29.5% | -50.2% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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