+120.3%
MP vs AMIX
-99.9%
+220.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.0% | -2.1% | -5.0% |
| 7D | -12.5% | -25.1% | +12.6% | -12.3% |
| 30D | -23.3% | -54.5% | +31.2% | -22.7% |
| 3M | -24.4% | -91.7% | +67.4% | -22.6% |
| 6M | -45.8% | -79.4% | +33.7% | -46.8% |
| YTD | -28.9% | -86.1% | +57.1% | -30.9% |
| 1Y | -34.6% | -91.6% | +57.0% | -36.8% |
| All | +120.3% | -99.9% | +220.3% | +106.4% |
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