+1.6%
MCD vs AMIX
-100.0%
+101.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.6% | +4.8% | -0.8% |
| 7D | +8.0% | -25.5% | +33.5% | +8.1% |
| 30D | +19.6% | -56.2% | +75.8% | +19.8% |
| 3M | +2.2% | -87.4% | +89.6% | +2.7% |
| 6M | -1.1% | -80.9% | +79.8% | -1.5% |
| YTD | -7.2% | -86.8% | +79.6% | -7.5% |
| 1Y | -6.7% | -91.3% | +84.6% | -6.9% |
| All | +1.6% | -100.0% | +101.6% | +11.1% |
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