-11.2%
MDB vs AMIX
-89.3%
+78.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.8% | -7.4% | +1.3% |
| 7D | -1.0% | +11.4% | -12.5% | -1.2% |
| 30D | -14.0% | -40.5% | +26.5% | -13.4% |
| 3M | -20.3% | -80.1% | +59.8% | -18.6% |
| 6M | +10.9% | -74.8% | +85.7% | +8.0% |
| YTD | -20.9% | -84.0% | +63.1% | -23.9% |
| 1Y | -11.2% | -89.7% | +78.5% | -15.3% |
| All | -11.2% | -89.3% | +78.0% | -15.3% |
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