-92.4%
AMIX vs TW
+19.3%
-111.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.8% | -9.2% | -8.4% |
| 7D | -10.9% | +3.2% | -14.1% | -10.7% |
| 30D | -55.0% | +19.7% | -74.7% | -54.7% |
| 3M | -82.0% | +26.8% | -108.9% | -81.9% |
| 6M | -80.4% | +20.9% | -101.3% | -80.2% |
| YTD | -88.3% | +22.9% | -111.1% | -87.5% |
| 1Y | -92.4% | +20.4% | -112.7% | -91.8% |
| All | -92.4% | +19.3% | -111.7% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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