+189.8%
MU vs AMIX
-91.4%
+281.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | -22.0% | -16.0% | -6.0% | -21.8% |
| 30D | -36.6% | -55.4% | +18.9% | -35.9% |
| 3M | -21.7% | -87.5% | +65.8% | -19.9% |
| 6M | +3.5% | -81.2% | +84.7% | +6.1% |
| YTD | +141.9% | -86.8% | +228.8% | +148.1% |
| 1Y | +189.8% | -91.6% | +281.4% | +198.0% |
| All | +189.8% | -91.4% | +281.2% | +198.0% |
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