-79.7%
AMIX vs BBWI
-34.3%
-45.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.8% | -1.4% |
| 7D | -13.7% | +1.5% | -15.2% | -13.5% |
| 30D | -62.1% | -5.2% | -56.9% | -61.9% |
| 3M | -46.2% | +11.1% | -57.3% | -44.6% |
| 6M | -46.4% | -13.4% | -33.1% | -48.3% |
| YTD | -60.3% | +0.1% | -60.4% | -59.1% |
| 1Y | -79.7% | -36.1% | -43.5% | -79.3% |
| All | -79.7% | -34.3% | -45.4% | -79.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling