-26.4%
BSX vs AMIX
-100.0%
+73.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -20.0% | +21.0% | +1.1% |
| 7D | -1.5% | -8.1% | +6.6% | -1.5% |
| 30D | +2.9% | -52.3% | +55.2% | +3.3% |
| 3M | -11.8% | -83.8% | +71.9% | -11.0% |
| 6M | -15.4% | -79.0% | +63.5% | -15.8% |
| YTD | -52.7% | -87.2% | +34.5% | -52.6% |
| 1Y | -56.0% | -91.7% | +35.7% | -55.8% |
| All | -26.4% | -100.0% | +73.6% | -20.5% |
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