-1.6%
MDLN vs AMIX
-88.0%
+86.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -3.0% | +21.4% | +18.4% |
| 7D | +24.7% | -25.1% | +49.8% | +25.0% |
| 30D | +12.7% | -54.5% | +67.2% | +13.6% |
| 3M | -4.0% | -91.7% | +87.7% | -1.6% |
| 6M | -8.7% | -79.4% | +70.8% | -10.1% |
| YTD | -3.9% | -86.1% | +82.1% | -6.9% |
| All | -1.6% | -88.0% | +86.4% | -5.4% |
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