+14.5%
MDB vs AMIX
-81.0%
+95.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -4.1% |
| 7D | -17.4% | -13.7% | -3.7% | -17.3% |
| 30D | -2.0% | -62.1% | +60.0% | -0.8% |
| 3M | -3.0% | -46.2% | +43.2% | -5.6% |
| 6M | +48.7% | -46.4% | +95.1% | +44.8% |
| YTD | -12.1% | -60.3% | +48.1% | -14.6% |
| 1Y | +14.5% | -79.7% | +94.2% | +22.6% |
| All | +14.5% | -81.0% | +95.5% | +22.6% |
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