+81.5%
MAR vs AMIX
-99.9%
+181.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.8% | -6.2% | +2.7% |
| 7D | +2.9% | +11.4% | -8.6% | +2.8% |
| 30D | +17.0% | -40.5% | +57.6% | +17.1% |
| 3M | +23.2% | -80.1% | +103.2% | +23.3% |
| 6M | +21.7% | -74.8% | +96.6% | +21.9% |
| YTD | +38.9% | -84.0% | +122.8% | +39.5% |
| 1Y | +48.7% | -89.7% | +138.4% | +49.6% |
| All | +81.5% | -99.9% | +181.4% | +101.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling