+27.4%
MDT vs AMIX
-100.0%
+127.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +5.4% | -16.0% | +21.5% | +5.4% |
| 30D | +19.1% | -55.4% | +74.5% | +18.9% |
| 3M | +19.5% | -87.5% | +107.0% | +19.0% |
| 6M | +33.5% | -81.2% | +114.7% | +33.6% |
| YTD | +8.7% | -86.8% | +95.5% | +8.6% |
| 1Y | +16.8% | -91.6% | +108.4% | +16.5% |
| All | +27.4% | -100.0% | +127.3% | +28.2% |
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