-9.3%
MCD vs AMIX
-92.3%
+83.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.6% |
| 7D | -1.6% | -9.9% | +8.2% | -1.6% |
| 30D | +14.1% | -52.8% | +66.9% | +14.3% |
| 3M | +0.6% | -80.0% | +80.6% | +0.9% |
| 6M | 0.0% | -80.2% | +80.3% | 0.0% |
| YTD | -9.3% | -88.1% | +78.9% | -9.4% |
| 1Y | -9.3% | -91.1% | +81.8% | -9.5% |
| All | -9.3% | -92.3% | +83.0% | -9.5% |
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