+2,025.0%
BE vs AMIX
-99.9%
+2,124.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +7.4% |
| 7D | +20.0% | -13.7% | +33.7% | +20.3% |
| 30D | +7.9% | -62.1% | +70.0% | +9.7% |
| 3M | -13.2% | -46.2% | +33.0% | -15.3% |
| 6M | +53.5% | -46.4% | +99.9% | +49.0% |
| YTD | +191.0% | -60.3% | +251.3% | +186.5% |
| 1Y | +360.5% | -79.7% | +440.2% | +366.6% |
| All | +2,025.0% | -99.9% | +2,124.8% | +2,059.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling