+13.0%
MS vs AMIX
-91.8%
+104.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.6% | -0.4% | -5.9% |
| 7D | -3.4% | -25.5% | +22.1% | -3.2% |
| 30D | -3.9% | -56.2% | +52.3% | -3.5% |
| 3M | -15.9% | -87.4% | +71.5% | -15.0% |
| 6M | -2.5% | -80.9% | +78.4% | -1.2% |
| YTD | +5.1% | -86.8% | +91.9% | +5.7% |
| 1Y | +13.0% | -91.3% | +104.3% | +13.1% |
| All | +13.0% | -91.8% | +104.7% | +13.1% |
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