+40.4%
BMY vs AMIX
-100.0%
+140.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -0.5% | -16.0% | +15.5% | -0.5% |
| 30D | +4.1% | -55.4% | +59.5% | +4.2% |
| 3M | -3.1% | -87.5% | +84.4% | -2.8% |
| 6M | +11.0% | -81.2% | +92.2% | +11.2% |
| YTD | +19.1% | -86.8% | +105.9% | +19.4% |
| 1Y | +37.8% | -91.6% | +129.3% | +38.2% |
| All | +40.4% | -100.0% | +140.4% | +40.5% |
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