-79.7%
AMIX vs BNS
+50.5%
-130.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -3.4% |
| 7D | -13.7% | +1.5% | -15.3% | -12.0% |
| 30D | -62.1% | +6.0% | -68.0% | -60.6% |
| 3M | -46.2% | +16.3% | -62.5% | -44.1% |
| 6M | -46.4% | +27.3% | -73.7% | -47.0% |
| YTD | -60.3% | +28.5% | -88.8% | -60.8% |
| 1Y | -79.7% | +49.0% | -128.7% | -80.2% |
| All | -79.7% | +50.5% | -130.1% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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