-46.4%
AMIX vs BNS
+30.4%
-76.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -4.6% |
| 7D | -13.7% | +1.5% | -15.3% | -10.8% |
| 30D | -62.1% | +6.0% | -68.0% | -60.0% |
| 3M | -46.2% | +16.3% | -62.5% | -39.8% |
| 6M | -46.4% | +28.8% | -75.2% | -42.5% |
| All | -46.4% | +30.4% | -76.8% | -42.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling