-99.9%
AMIX vs BBWI
-44.3%
-55.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.3% | -20.3% | -20.0% |
| 7D | -8.1% | -7.7% | -0.3% | -8.4% |
| 30D | -52.3% | +24.8% | -77.0% | -51.7% |
| 3M | -83.8% | +16.2% | -100.0% | -83.6% |
| 6M | -79.0% | +15.8% | -94.8% | -78.8% |
| YTD | -87.2% | +11.4% | -98.6% | -87.1% |
| 1Y | -91.7% | +3.2% | -94.9% | -91.5% |
| All | -99.9% | -44.3% | -55.6% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling