-99.9%
AMIX vs BDX
+24.3%
-124.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.4% |
| 7D | -9.9% | +2.9% | -12.8% | -9.2% |
| 30D | -52.8% | +15.4% | -68.2% | -51.0% |
| 3M | -80.0% | +20.5% | -100.6% | -79.0% |
| 6M | -80.2% | +53.2% | -133.4% | -77.8% |
| YTD | -88.1% | +45.7% | -133.8% | -86.8% |
| 1Y | -91.1% | +47.3% | -138.3% | -90.0% |
| All | -99.9% | +24.3% | -124.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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