+148.6%
MPC vs AMIX
-100.0%
+248.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.6% | +1.7% | -3.9% |
| 7D | -12.8% | -25.5% | +12.7% | -12.7% |
| 30D | -12.7% | -56.2% | +43.5% | -12.5% |
| 3M | +27.1% | -87.4% | +114.5% | +28.0% |
| 6M | +45.8% | -80.9% | +126.7% | +44.9% |
| YTD | +134.7% | -86.8% | +221.5% | +134.0% |
| 1Y | +106.0% | -91.3% | +197.4% | +105.8% |
| All | +148.6% | -100.0% | +248.6% | +161.5% |
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