-91.6%
AMIX vs IWF
-1.6%
-89.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -4.7% |
| 7D | -25.1% | -4.2% | -21.0% | -9.8% |
| 30D | -54.5% | -8.1% | -46.4% | -35.2% |
| 3M | -91.7% | -5.1% | -86.7% | -90.3% |
| 6M | -79.4% | -1.4% | -78.0% | -75.8% |
| YTD | -86.1% | -0.1% | -86.0% | -83.9% |
| 1Y | -91.6% | -1.3% | -90.3% | -90.2% |
| All | -91.6% | -1.6% | -89.9% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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