-91.6%
AMIX vs IWD
+33.0%
-124.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | -10.2% |
| 7D | -25.1% | +2.5% | -27.7% | -30.5% |
| 30D | -54.5% | +6.0% | -60.5% | -62.0% |
| 3M | -91.7% | +3.8% | -95.5% | -92.6% |
| 6M | -79.4% | +16.3% | -95.8% | -82.0% |
| YTD | -86.1% | +27.5% | -113.5% | -86.2% |
| 1Y | -91.6% | +32.8% | -124.4% | -89.7% |
| All | -91.6% | +33.0% | -124.6% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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