-89.7%
AMIX vs NWSA
-0.1%
-89.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.7% | +8.6% |
| 7D | +11.4% | -9.7% | +21.1% | +25.5% |
| 30D | -40.5% | -8.6% | -31.9% | -35.3% |
| 3M | -80.1% | -6.3% | -73.8% | -80.1% |
| 6M | -74.8% | -1.2% | -73.6% | -74.9% |
| YTD | -84.0% | +2.6% | -86.6% | -84.7% |
| 1Y | -89.7% | 0.0% | -89.7% | -90.9% |
| All | -89.7% | -0.1% | -89.6% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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