+57.8%
BAC vs AMIX
-100.0%
+157.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +2.0% | -3.6% |
| 7D | -2.7% | -25.5% | +22.8% | -2.6% |
| 30D | -8.0% | -56.2% | +48.2% | -7.8% |
| 3M | -20.9% | -87.4% | +66.5% | -20.6% |
| 6M | -5.4% | -80.9% | +75.5% | -5.2% |
| YTD | -8.1% | -86.8% | +78.8% | -7.8% |
| 1Y | -3.1% | -91.3% | +88.2% | -2.7% |
| All | +57.8% | -100.0% | +157.8% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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