-17.0%
MDLN vs AMIX
-66.0%
+49.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -6.2% | +1.6% | -7.8% | -6.2% |
| 30D | +0.7% | -50.8% | +51.5% | +1.4% |
| 3M | -5.4% | -46.3% | +40.8% | -9.2% |
| 6M | -21.6% | -49.9% | +28.3% | -23.8% |
| YTD | -18.9% | -60.4% | +41.5% | -22.3% |
| All | -17.0% | -66.0% | +49.0% | -21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling