-91.6%
AMIX vs WAT
+23.8%
-115.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -2.1% |
| 7D | -16.0% | -1.1% | -14.9% | -14.2% |
| 30D | -55.4% | +5.0% | -60.4% | -60.1% |
| 3M | -87.5% | +14.5% | -102.0% | -91.2% |
| 6M | -81.2% | +30.9% | -112.1% | -87.8% |
| YTD | -86.8% | +20.5% | -107.3% | -91.3% |
| 1Y | -91.6% | +23.3% | -114.9% | -94.4% |
| All | -91.6% | +23.8% | -115.4% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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