+43.9%
BNY vs AMIX
-92.3%
+136.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.3% | +2.3% |
| 7D | +2.8% | -25.1% | +27.9% | +2.8% |
| 30D | +6.7% | -54.5% | +61.2% | +6.7% |
| 3M | -2.2% | -91.7% | +89.6% | -2.2% |
| 6M | +16.8% | -79.4% | +96.2% | +18.2% |
| YTD | +33.9% | -86.1% | +119.9% | +34.1% |
| 1Y | +43.9% | -91.6% | +135.5% | +42.7% |
| All | +43.9% | -92.3% | +136.2% | +42.7% |
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