+136.7%
MO vs AMIX
-100.0%
+236.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.9% |
| 7D | +3.3% | -9.9% | +13.2% | +3.3% |
| 30D | +7.5% | -52.8% | +60.3% | +7.6% |
| 3M | +22.8% | -80.0% | +102.8% | +23.0% |
| 6M | +13.4% | -80.2% | +93.6% | +13.3% |
| YTD | +43.0% | -88.1% | +131.1% | +43.6% |
| 1Y | +45.2% | -91.1% | +136.3% | +45.8% |
| All | +136.7% | -100.0% | +236.7% | +160.1% |
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 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