-91.7%
AMIX vs BNS
+42.8%
-134.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.7% | -20.7% | -19.2% |
| 7D | -8.1% | -3.2% | -4.8% | -11.5% |
| 30D | -52.3% | +5.1% | -57.3% | -49.0% |
| 3M | -83.8% | +6.0% | -89.7% | -83.3% |
| 6M | -79.0% | +23.4% | -102.3% | -78.6% |
| YTD | -87.2% | +30.4% | -117.6% | -87.2% |
| 1Y | -91.7% | +44.0% | -135.7% | -91.3% |
| All | -91.7% | +42.8% | -134.5% | -91.3% |
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