+42.3%
BMY vs AMIX
-100.0%
+142.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.4% | +7.5% | -0.9% |
| 7D | -1.3% | -10.9% | +9.6% | -1.3% |
| 30D | +10.0% | -55.0% | +65.0% | +10.1% |
| 3M | -1.2% | -82.0% | +80.9% | -0.9% |
| 6M | +12.8% | -80.4% | +93.2% | +12.9% |
| YTD | +20.7% | -88.3% | +108.9% | +21.0% |
| 1Y | +32.6% | -92.4% | +125.0% | +33.1% |
| All | +42.3% | -100.0% | +142.2% | +42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling