+102.7%
AMCR vs BBWI
-12.8%
+115.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.3% |
| 7D | -1.8% | +1.6% | -3.4% | -2.1% |
| 30D | -6.0% | -6.2% | +0.2% | -5.3% |
| 3M | +18.9% | +4.3% | +14.6% | +17.8% |
| 6M | +5.7% | -7.2% | +12.8% | +5.9% |
| YTD | +11.1% | -3.0% | +14.1% | +10.3% |
| 1Y | +14.4% | -30.8% | +45.2% | +18.3% |
| 3Y | +13.0% | -43.4% | +56.4% | +16.8% |
| 5Y | -7.5% | -66.7% | +59.2% | +0.3% |
| 10Y | +20.1% | -55.7% | +75.8% | -1.2% |
| All | +102.7% | -12.8% | +115.5% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling