-62.3%
MARA vs AMIX
-100.0%
+37.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -2.9% |
| 7D | +10.1% | -9.9% | +19.9% | +10.2% |
| 30D | -15.1% | -52.8% | +37.7% | -13.9% |
| 3M | -24.1% | -80.0% | +55.9% | -21.9% |
| 6M | -45.2% | -80.2% | +35.1% | -45.1% |
| YTD | -22.2% | -88.1% | +66.0% | -19.0% |
| 1Y | -45.3% | -91.1% | +45.8% | -42.8% |
| All | -62.3% | -100.0% | +37.7% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling