-91.3%
AMIX vs IWD
+29.3%
-120.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | +1.7% |
| 7D | -25.5% | -0.9% | -24.6% | -23.7% |
| 30D | -56.2% | +2.6% | -58.8% | -59.9% |
| 3M | -87.4% | +1.2% | -88.7% | -88.0% |
| 6M | -80.9% | +12.1% | -93.0% | -82.1% |
| YTD | -86.8% | +24.1% | -111.0% | -86.2% |
| 1Y | -91.3% | +28.5% | -119.8% | -89.2% |
| All | -91.3% | +29.3% | -120.6% | -89.2% |
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