-92.4%
AMIX vs BNS
+42.5%
-134.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.7% | -7.7% | -9.2% |
| 7D | -10.9% | +1.0% | -11.8% | -10.0% |
| 30D | -55.0% | +2.7% | -57.7% | -53.3% |
| 3M | -82.0% | +3.5% | -85.5% | -82.7% |
| 6M | -80.4% | +22.1% | -102.5% | -80.2% |
| YTD | -88.3% | +29.5% | -117.8% | -88.3% |
| 1Y | -92.4% | +40.7% | -133.1% | -92.2% |
| All | -92.4% | +42.5% | -134.9% | -92.2% |
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