-99.9%
AMIX vs BBWI
-45.2%
-54.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +1.2% |
| 7D | -9.9% | +0.1% | -10.0% | -9.9% |
| 30D | -52.8% | +12.9% | -65.6% | -52.5% |
| 3M | -80.0% | +16.0% | -96.0% | -79.8% |
| 6M | -80.2% | +16.6% | -96.8% | -80.1% |
| YTD | -88.1% | +9.7% | -97.9% | -88.0% |
| 1Y | -91.1% | +1.5% | -92.6% | -90.9% |
| All | -99.9% | -45.2% | -54.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling