+254.0%
MTZ vs AMIX
-99.9%
+353.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.1% |
| 7D | -1.6% | -13.7% | +12.1% | -1.5% |
| 30D | -11.1% | -62.1% | +51.0% | -10.7% |
| 3M | -36.7% | -46.2% | +9.5% | -37.3% |
| 6M | -21.9% | -46.4% | +24.5% | -22.8% |
| YTD | +9.1% | -60.3% | +69.4% | +8.1% |
| 1Y | +30.0% | -79.7% | +109.6% | +29.2% |
| All | +254.0% | -99.9% | +353.9% | +250.6% |
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 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