+145.6%
MMM vs AMIX
-100.0%
+245.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +6.2% | -16.0% | +22.2% | +6.3% |
| 30D | +14.2% | -55.4% | +69.6% | +14.8% |
| 3M | +2.9% | -87.5% | +90.4% | +4.1% |
| 6M | +27.6% | -81.2% | +108.8% | +27.0% |
| YTD | +17.3% | -86.8% | +104.1% | +17.1% |
| 1Y | +15.1% | -91.6% | +106.7% | +15.3% |
| All | +145.6% | -100.0% | +245.6% | +158.5% |
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