-99.9%
AMIX vs BWA
+45.5%
-145.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.7% | +0.1% | -6.0% |
| 7D | -25.5% | -10.8% | -14.7% | -26.2% |
| 30D | -56.2% | -25.0% | -31.2% | -57.4% |
| 3M | -87.4% | -28.6% | -58.8% | -87.8% |
| 6M | -80.9% | -16.6% | -64.3% | -81.4% |
| YTD | -86.8% | +6.3% | -93.2% | -87.5% |
| 1Y | -91.3% | +7.2% | -98.5% | -91.8% |
| All | -99.9% | +45.5% | -145.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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