+643.1%
MU vs AMIX
-100.0%
+743.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -5.6% | -11.9% | -17.4% |
| 7D | -29.7% | -25.5% | -4.3% | -29.5% |
| 30D | -37.2% | -56.2% | +19.0% | -36.7% |
| 3M | -26.5% | -87.4% | +60.9% | -25.2% |
| 6M | +2.6% | -80.9% | +83.5% | +1.4% |
| YTD | +130.1% | -86.8% | +217.0% | +127.3% |
| 1Y | +176.7% | -91.3% | +268.0% | +173.4% |
| All | +643.1% | -100.0% | +743.0% | +578.4% |
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