-53.6%
BSX vs AMIX
-92.3%
+38.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.0% | +8.3% | +5.3% |
| 7D | +8.0% | -25.1% | +33.1% | +8.1% |
| 30D | +8.1% | -54.5% | +62.6% | +8.4% |
| 3M | -6.7% | -91.7% | +85.1% | -5.8% |
| 6M | -19.4% | -79.4% | +60.0% | -19.8% |
| YTD | -51.9% | -86.1% | +34.1% | -52.1% |
| 1Y | -53.6% | -91.6% | +37.9% | -53.9% |
| All | -53.6% | -92.3% | +38.7% | -53.9% |
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 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