+1,513.4%
BE vs AMIX
-100.0%
+1,613.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.0% | -4.9% |
| 7D | +10.8% | -9.9% | +20.7% | +10.9% |
| 30D | -19.8% | -52.8% | +33.0% | -18.6% |
| 3M | -18.7% | -80.0% | +61.3% | -16.2% |
| 6M | -33.7% | -80.2% | +46.5% | -34.6% |
| YTD | +121.0% | -88.1% | +209.1% | +122.7% |
| 1Y | +85.4% | -91.1% | +176.5% | +88.4% |
| All | +1,513.4% | -100.0% | +1,613.3% | +1,578.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling