+207.9%
BNY vs AMIX
-99.9%
+307.7%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +1.5% | -3.4% | +4.8% | +1.5% |
| 30D | +3.3% | -54.4% | +57.7% | +3.5% |
| 3M | +15.3% | -45.7% | +61.1% | +15.4% |
| 6M | +42.5% | -49.2% | +91.6% | +42.5% |
| YTD | +42.0% | -60.3% | +102.4% | +42.4% |
| 1Y | +59.3% | -81.4% | +140.6% | +60.9% |
| All | +207.9% | -99.9% | +307.7% | +224.0% |
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