-90.5%
AMIX vs BNS
+44.0%
-134.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.8% | +10.0% | +13.6% |
| 7D | +1.2% | -0.8% | +2.0% | +0.2% |
| 30D | -45.3% | +5.5% | -50.9% | -41.5% |
| 3M | -83.1% | +6.0% | -89.1% | -82.6% |
| 6M | -76.9% | +22.6% | -99.5% | -76.4% |
| YTD | -85.3% | +30.5% | -115.7% | -85.3% |
| All | -90.5% | +44.0% | -134.5% | -90.3% |
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