-99.9%
AMIX vs BBWI
-43.4%
-56.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.2% | +0.6% | -5.9% |
| 7D | -25.5% | -3.1% | -22.4% | -25.6% |
| 30D | -56.2% | +23.1% | -79.3% | -55.7% |
| 3M | -87.4% | +7.3% | -94.7% | -87.3% |
| 6M | -80.9% | +22.6% | -103.5% | -80.8% |
| YTD | -86.8% | +13.3% | -100.1% | -86.7% |
| 1Y | -91.3% | -2.6% | -88.7% | -91.1% |
| All | -99.9% | -43.4% | -56.5% | -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