+1,355.8%
BE vs AMIX
-100.0%
+1,455.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -14.7% | -16.0% | +1.3% | -14.4% |
| 30D | -40.5% | -55.4% | +14.9% | -39.5% |
| 3M | -24.3% | -87.5% | +63.2% | -21.3% |
| 6M | -39.3% | -81.2% | +41.9% | -39.7% |
| YTD | +99.4% | -86.8% | +186.2% | +100.8% |
| 1Y | +26.6% | -91.6% | +118.2% | +29.9% |
| All | +1,355.8% | -100.0% | +1,455.8% | +1,413.1% |
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