+1,584.0%
BE vs AMIX
-99.9%
+1,684.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.0% | -3.3% | -6.3% |
| 7D | -12.1% | -25.1% | +13.0% | -11.6% |
| 30D | -30.1% | -54.5% | +24.4% | -29.0% |
| 3M | -12.1% | -91.7% | +79.6% | -8.1% |
| 6M | -30.6% | -79.4% | +48.9% | -31.2% |
| YTD | +130.6% | -86.1% | +216.7% | +131.9% |
| 1Y | +55.3% | -91.6% | +146.9% | +59.4% |
| All | +1,584.0% | -99.9% | +1,684.0% | +1,647.8% |
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