-25.1%
MARA vs AMIX
-81.0%
+55.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.5% |
| 7D | +6.0% | -13.7% | +19.7% | +6.0% |
| 30D | +0.6% | -62.1% | +62.7% | +0.8% |
| 3M | -18.5% | -46.2% | +27.6% | -9.3% |
| 6M | +21.7% | -46.4% | +68.2% | +34.0% |
| YTD | +25.9% | -60.3% | +86.2% | +39.6% |
| 1Y | -25.1% | -79.7% | +54.5% | +0.8% |
| All | -25.1% | -81.0% | +55.8% | +0.8% |
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