-2.2%
MA vs AMIX
-81.0%
+78.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.1% |
| 7D | -2.7% | -13.7% | +11.0% | -2.7% |
| 30D | +1.5% | -62.1% | +63.6% | +1.5% |
| 3M | +20.4% | -46.2% | +66.6% | +21.1% |
| 6M | +11.1% | -46.4% | +57.6% | +11.7% |
| YTD | +2.0% | -60.3% | +62.2% | +2.4% |
| 1Y | -2.2% | -79.7% | +77.5% | +0.4% |
| All | -2.2% | -81.0% | +78.8% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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