+234.5%
MP vs AMIX
-99.9%
+334.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.3% | +1.4% |
| 7D | -2.9% | -13.7% | +10.9% | -2.7% |
| 30D | +13.8% | -62.1% | +75.9% | +14.7% |
| 3M | -16.7% | -46.2% | +29.5% | -19.2% |
| 6M | -11.5% | -46.4% | +34.9% | -14.2% |
| YTD | +7.9% | -60.3% | +68.2% | +3.8% |
| 1Y | -15.0% | -79.7% | +64.6% | -19.1% |
| All | +234.5% | -99.9% | +334.4% | +210.1% |
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