+172.8%
MTZ vs AMIX
-100.0%
+272.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.3% |
| 7D | +5.0% | -9.9% | +14.9% | +5.0% |
| 30D | -6.0% | -52.8% | +46.8% | -5.7% |
| 3M | -36.1% | -80.0% | +43.9% | -35.6% |
| 6M | -56.9% | -80.2% | +23.4% | -57.1% |
| YTD | -15.9% | -88.1% | +72.2% | -16.2% |
| 1Y | -3.8% | -91.1% | +87.2% | -4.0% |
| All | +172.8% | -100.0% | +272.8% | +171.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling