+26.6%
BE vs AMIX
-91.4%
+117.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -14.7% | -16.0% | +1.3% | -14.5% |
| 30D | -40.5% | -55.4% | +14.9% | -39.9% |
| 3M | -24.3% | -87.5% | +63.2% | -22.4% |
| 6M | -39.3% | -81.2% | +41.9% | -36.4% |
| YTD | +99.4% | -86.8% | +186.2% | +112.3% |
| 1Y | +26.6% | -91.6% | +118.2% | +38.6% |
| All | +26.6% | -91.4% | +117.9% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling