-91.6%
AMIX vs BBWI
-6.0%
-85.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | -0.7% |
| 7D | -16.0% | -6.2% | -9.8% | -17.1% |
| 30D | -55.4% | +19.9% | -75.4% | -53.4% |
| 3M | -87.5% | +7.1% | -94.7% | -87.1% |
| 6M | -81.2% | +13.7% | -94.9% | -80.5% |
| YTD | -86.8% | +9.6% | -96.4% | -86.0% |
| 1Y | -91.6% | -1.6% | -89.9% | -91.2% |
| All | -91.6% | -6.0% | -85.6% | -91.2% |
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