+59.2%
BNY vs AMIX
-82.5%
+141.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.1% | 0.0% |
| 7D | -1.1% | -6.3% | +5.2% | -1.1% |
| 30D | +1.4% | -51.9% | +53.3% | +1.4% |
| 3M | +16.8% | -44.9% | +61.7% | +18.1% |
| 6M | +42.0% | -47.9% | +89.9% | +43.5% |
| YTD | +41.9% | -62.0% | +104.0% | +42.1% |
| 1Y | +59.2% | -82.0% | +141.2% | +61.2% |
| All | +59.2% | -82.5% | +141.6% | +61.2% |
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