-80.9%
AMIX vs NWSA
+1.4%
-82.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -13.4% | +7.8% | +27.5% |
| 7D | -25.5% | -10.1% | -15.4% | -13.4% |
| 30D | -56.2% | -7.3% | -48.9% | -56.8% |
| 3M | -87.4% | -8.6% | -78.9% | -88.0% |
| 6M | -80.9% | +4.4% | -85.3% | -84.7% |
| All | -80.9% | +1.4% | -82.3% | -84.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling