+76.8%
MAR vs AMIX
-100.0%
+176.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.6% | +3.8% | -1.8% |
| 7D | +4.4% | -25.5% | +29.9% | +4.4% |
| 30D | +15.5% | -56.2% | +71.7% | +15.5% |
| 3M | +15.7% | -87.4% | +103.2% | +15.9% |
| 6M | +18.2% | -80.9% | +99.1% | +18.4% |
| YTD | +35.3% | -86.8% | +122.1% | +35.9% |
| 1Y | +48.6% | -91.3% | +140.0% | +49.5% |
| All | +76.8% | -100.0% | +176.8% | +96.4% |
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 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