+151.2%
MMM vs AMIX
-99.9%
+251.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.8% | -8.4% | +0.3% |
| 7D | +7.0% | +11.4% | -4.5% | +6.9% |
| 30D | +18.4% | -40.5% | +58.9% | +18.7% |
| 3M | +4.5% | -80.1% | +84.6% | +5.4% |
| 6M | +33.4% | -74.8% | +108.3% | +32.5% |
| YTD | +20.0% | -84.0% | +103.9% | +19.7% |
| 1Y | +15.0% | -89.7% | +104.7% | +15.1% |
| All | +151.2% | -99.9% | +251.2% | +164.1% |
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