+720.8%
MU vs AMIX
-99.9%
+820.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.8% | -9.9% | -1.2% |
| 7D | -15.2% | +11.4% | -26.6% | -15.3% |
| 30D | -29.5% | -40.5% | +11.0% | -29.2% |
| 3M | -15.8% | -80.1% | +64.3% | -14.6% |
| 6M | -2.9% | -74.8% | +72.0% | -4.1% |
| YTD | +154.2% | -84.0% | +238.2% | +150.6% |
| 1Y | +186.6% | -89.7% | +276.3% | +182.5% |
| All | +720.8% | -99.9% | +820.8% | +647.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling