+169.1%
MS vs AMIX
-99.9%
+269.0%
-29.2%
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 | +1.4% | -13.7% | +15.1% | +1.5% |
| 30D | -0.3% | -62.1% | +61.8% | +0.4% |
| 3M | +0.3% | -46.2% | +46.5% | -0.7% |
| 6M | +31.3% | -46.4% | +77.8% | +29.8% |
| YTD | +24.7% | -60.3% | +84.9% | +23.6% |
| 1Y | +47.9% | -79.7% | +127.6% | +47.6% |
| All | +169.1% | -99.9% | +269.0% | +184.9% |
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