-10.8%
MDLN vs AMIX
-65.8%
+55.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +3.7% | -13.7% | +17.4% | +3.9% |
| 30D | -0.2% | -62.1% | +61.9% | +0.7% |
| 3M | +6.2% | -46.2% | +52.4% | +2.0% |
| 6M | -14.7% | -46.4% | +31.8% | -17.1% |
| YTD | -12.9% | -60.3% | +47.4% | -16.5% |
| All | -10.8% | -65.8% | +55.1% | -15.2% |
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