+50.0%
BMY vs AMIX
-81.0%
+131.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | +0.1% | -1.9% |
| 7D | +0.4% | -13.7% | +14.1% | +0.4% |
| 30D | +5.0% | -62.1% | +67.1% | +5.1% |
| 3M | +19.4% | -46.2% | +65.6% | +20.3% |
| 6M | +9.5% | -46.4% | +56.0% | +10.4% |
| YTD | +28.1% | -60.3% | +88.3% | +29.3% |
| 1Y | +50.0% | -79.7% | +129.7% | +54.3% |
| All | +50.0% | -81.0% | +131.0% | +54.3% |
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