+23.0%
MMM vs AMIX
-92.3%
+115.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.0% | +12.6% | +9.6% |
| 7D | +12.2% | -25.1% | +37.4% | +12.4% |
| 30D | +18.8% | -54.5% | +73.4% | +19.3% |
| 3M | +7.4% | -91.7% | +99.1% | +8.4% |
| 6M | +38.3% | -79.4% | +117.8% | +38.5% |
| YTD | +22.9% | -86.1% | +108.9% | +22.5% |
| 1Y | +23.0% | -91.6% | +114.6% | +22.3% |
| All | +23.0% | -92.3% | +115.3% | +22.3% |
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