-12.1%
MDB vs AMIX
-91.4%
+79.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -11.4% | -16.0% | +4.7% | -11.1% |
| 30D | -13.8% | -55.4% | +41.6% | -12.8% |
| 3M | -15.5% | -87.5% | +72.1% | -13.1% |
| 6M | +17.9% | -81.2% | +99.1% | +15.6% |
| YTD | -25.5% | -86.8% | +61.4% | -27.8% |
| 1Y | -12.1% | -91.6% | +79.5% | -15.5% |
| All | -12.1% | -91.4% | +79.3% | -15.5% |
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