+50.6%
MA vs AMIX
-100.0%
+150.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.3% | -16.0% | +18.3% | +2.3% |
| 30D | +14.7% | -55.4% | +70.1% | +14.8% |
| 3M | +13.5% | -87.5% | +101.0% | +13.8% |
| 6M | +33.1% | -81.2% | +114.3% | +33.3% |
| YTD | +15.1% | -86.8% | +101.9% | +15.4% |
| 1Y | +18.7% | -91.6% | +110.3% | +19.3% |
| All | +50.6% | -100.0% | +150.5% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling