+144.7%
MMM vs AMIX
-100.0%
+244.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.0% |
| 7D | -0.4% | -9.9% | +9.5% | -0.3% |
| 30D | +12.1% | -52.8% | +64.9% | +12.6% |
| 3M | +1.4% | -80.0% | +81.4% | +2.3% |
| 6M | +26.6% | -80.2% | +106.8% | +25.9% |
| YTD | +16.8% | -88.1% | +105.0% | +16.7% |
| 1Y | +10.1% | -91.1% | +101.2% | +10.1% |
| All | +144.7% | -100.0% | +244.6% | +157.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling