+190.2%
BNY vs AMIX
-100.0%
+290.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -20.0% | +21.0% | +1.1% |
| 7D | 0.0% | -8.1% | +8.1% | 0.0% |
| 30D | +7.4% | -52.3% | +59.6% | +7.6% |
| 3M | -4.3% | -83.8% | +79.4% | -3.9% |
| 6M | +16.2% | -79.0% | +95.2% | +16.3% |
| YTD | +33.9% | -87.2% | +121.0% | +34.6% |
| 1Y | +39.7% | -91.7% | +131.4% | +40.9% |
| All | +190.2% | -100.0% | +290.1% | +206.4% |
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