+1,050.6%
MU vs AMIX
-99.9%
+1,150.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.1% |
| 7D | +9.0% | -13.7% | +22.7% | +9.1% |
| 30D | +13.8% | -62.1% | +75.9% | +14.7% |
| 3M | +2.1% | -46.2% | +48.2% | 0.0% |
| 6M | +153.8% | -46.4% | +200.2% | +148.4% |
| YTD | +256.4% | -60.3% | +316.7% | +248.4% |
| 1Y | +719.8% | -79.7% | +799.4% | +701.0% |
| All | +1,050.6% | -99.9% | +1,150.5% | +939.9% |
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