+44.8%
BMY vs AMIX
-100.0%
+144.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.8% |
| 7D | +2.1% | -9.9% | +11.9% | +2.1% |
| 30D | +7.0% | -52.8% | +59.8% | +7.1% |
| 3M | -0.9% | -80.0% | +79.2% | -0.6% |
| 6M | +14.9% | -80.2% | +95.2% | +15.0% |
| YTD | +22.8% | -88.1% | +111.0% | +23.2% |
| 1Y | +36.2% | -91.1% | +127.3% | +36.6% |
| All | +44.8% | -100.0% | +144.8% | +44.9% |
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