+26.4%
MDT vs AMIX
-100.0%
+126.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.4% | +7.8% | -0.6% |
| 7D | -3.7% | -10.9% | +7.2% | -3.7% |
| 30D | +8.6% | -55.0% | +63.6% | +8.4% |
| 3M | +12.2% | -82.0% | +94.2% | +11.8% |
| 6M | +33.7% | -80.4% | +114.2% | +33.9% |
| YTD | +7.8% | -88.3% | +96.1% | +7.8% |
| 1Y | +8.9% | -92.4% | +101.3% | +8.7% |
| All | +26.4% | -100.0% | +126.3% | +27.2% |
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 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