+2.8%
MDLN vs AMIX
-89.0%
+91.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -20.0% | +23.1% | +3.3% |
| 7D | +4.5% | -8.1% | +12.6% | +4.5% |
| 30D | +17.9% | -52.3% | +70.2% | +18.8% |
| 3M | +20.3% | -83.8% | +104.1% | +22.5% |
| 6M | +7.4% | -79.0% | +86.4% | +5.8% |
| YTD | +0.4% | -87.2% | +87.6% | -2.6% |
| All | +2.8% | -89.0% | +91.8% | -1.1% |
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