+265.1%
MU vs AMIX
-92.3%
+357.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.0% | -4.0% | -7.0% |
| 7D | -19.1% | -25.1% | +6.0% | -18.8% |
| 30D | -25.2% | -54.5% | +29.3% | -24.5% |
| 3M | -10.9% | -91.7% | +80.8% | -8.6% |
| 6M | +38.0% | -79.4% | +117.4% | +40.6% |
| YTD | +178.8% | -86.1% | +264.9% | +183.6% |
| 1Y | +265.1% | -91.6% | +356.7% | +271.2% |
| All | +265.1% | -92.3% | +357.5% | +271.2% |
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