+207.8%
BNY vs AMIX
-99.9%
+307.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | 0.0% |
| 7D | -1.3% | -4.8% | +3.5% | -1.3% |
| 30D | -0.2% | -42.0% | +41.8% | 0.0% |
| 3M | +14.9% | -46.5% | +61.4% | +14.9% |
| 6M | +40.0% | -48.2% | +88.2% | +39.9% |
| YTD | +42.0% | -62.2% | +104.1% | +42.4% |
| 1Y | +56.9% | -82.1% | +138.9% | +58.4% |
| All | +207.8% | -99.9% | +307.6% | +223.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling