-40.7%
MP vs AMIX
-91.8%
+51.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -20.0% | +20.7% | +1.2% |
| 7D | +2.3% | -8.1% | +10.4% | +2.4% |
| 30D | -15.3% | -52.3% | +37.0% | -14.1% |
| 3M | -33.5% | -83.8% | +50.3% | -31.3% |
| 6M | -45.5% | -79.0% | +33.4% | -43.7% |
| YTD | -27.3% | -87.2% | +59.9% | -24.3% |
| 1Y | -40.7% | -91.7% | +51.0% | -38.1% |
| All | -40.7% | -91.8% | +51.1% | -38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling