-3.3%
MDLN vs AMIX
-88.7%
+85.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +23.4% | -16.0% | +39.4% | +23.6% |
| 30D | +11.8% | -55.4% | +67.2% | +12.8% |
| 3M | +14.9% | -87.5% | +102.4% | +17.3% |
| 6M | -5.6% | -81.2% | +75.6% | -7.1% |
| YTD | -5.6% | -86.8% | +81.2% | -8.4% |
| All | -3.3% | -88.7% | +85.4% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling