+156.2%
MPC vs AMIX
-99.9%
+256.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.3% |
| 7D | +5.4% | -13.7% | +19.2% | +5.5% |
| 30D | +31.0% | -62.1% | +93.0% | +31.4% |
| 3M | +46.0% | -46.2% | +92.2% | +44.7% |
| 6M | +77.3% | -46.4% | +123.7% | +75.6% |
| YTD | +141.9% | -60.3% | +202.2% | +140.2% |
| 1Y | +120.9% | -79.7% | +200.6% | +120.6% |
| All | +156.2% | -99.9% | +256.1% | +168.4% |
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