-99.9%
AMIX vs BNS
+123.1%
-223.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -16.0% | -2.2% | -13.8% | -16.1% |
| 30D | -55.4% | +5.1% | -60.5% | -55.0% |
| 3M | -87.5% | +4.7% | -92.3% | -87.5% |
| 6M | -81.2% | +19.0% | -100.2% | -82.6% |
| YTD | -86.8% | +28.2% | -115.0% | -88.4% |
| 1Y | -91.6% | +43.4% | -135.0% | -93.1% |
| All | -99.9% | +123.1% | -223.1% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling