-99.9%
AMIX vs BNS
+125.2%
-225.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -9.9% | +0.9% | -10.8% | -9.8% |
| 30D | -52.8% | +2.8% | -55.5% | -52.5% |
| 3M | -80.0% | +3.0% | -83.0% | -80.3% |
| 6M | -80.2% | +23.3% | -103.5% | -82.0% |
| YTD | -88.1% | +29.3% | -117.5% | -89.5% |
| 1Y | -91.1% | +41.7% | -132.7% | -92.6% |
| All | -99.9% | +125.2% | -225.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling