+162.1%
MPC vs AMIX
-99.9%
+261.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +3.9% | -3.4% | +7.2% | +3.9% |
| 30D | +33.8% | -54.4% | +88.1% | +34.1% |
| 3M | +49.9% | -45.7% | +95.6% | +48.4% |
| 6M | +80.9% | -49.2% | +130.1% | +79.3% |
| YTD | +147.4% | -60.3% | +207.8% | +145.7% |
| 1Y | +123.2% | -81.4% | +204.6% | +123.1% |
| All | +162.1% | -99.9% | +261.9% | +174.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling