+14.2%
MDB vs AMIX
-79.8%
+94.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.6% | -1.7% | -7.2% |
| 7D | -20.9% | -25.5% | +4.6% | -20.5% |
| 30D | -15.6% | -56.2% | +40.6% | -14.6% |
| 3M | -19.1% | -87.4% | +68.4% | -17.0% |
| 6M | +14.2% | -80.9% | +95.1% | +10.9% |
| All | +14.2% | -79.8% | +94.0% | +10.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling