-91.6%
AMIX vs IWD
+28.1%
-119.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +1.0% |
| 7D | -16.0% | -0.5% | -15.6% | -15.5% |
| 30D | -55.4% | +2.7% | -58.1% | -59.4% |
| 3M | -87.5% | +0.9% | -88.4% | -88.0% |
| 6M | -81.2% | +10.5% | -91.7% | -82.3% |
| YTD | -86.8% | +23.7% | -110.5% | -86.2% |
| 1Y | -91.6% | +28.7% | -120.3% | -89.2% |
| All | -91.6% | +28.1% | -119.7% | -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