+13.5%
MS vs AMIX
-91.4%
+104.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.6% | -16.0% | +14.5% | -1.5% |
| 30D | -3.8% | -55.4% | +51.6% | -3.3% |
| 3M | -14.6% | -87.5% | +72.9% | -13.7% |
| 6M | -5.1% | -81.2% | +76.1% | -3.7% |
| YTD | +4.5% | -86.8% | +91.4% | +5.2% |
| 1Y | +13.5% | -91.6% | +105.1% | +13.7% |
| All | +13.5% | -91.4% | +104.9% | +13.7% |
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