-99.9%
AMIX vs WCC
+92.8%
-192.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.8% |
| 7D | -9.9% | +9.9% | -19.8% | -13.4% |
| 30D | -52.8% | -8.4% | -44.3% | -51.5% |
| 3M | -80.0% | -10.3% | -69.7% | -79.4% |
| 6M | -80.2% | -10.5% | -69.8% | -79.3% |
| YTD | -88.1% | +32.2% | -120.3% | -88.9% |
| 1Y | -91.1% | +25.5% | -116.6% | -91.6% |
| All | -99.9% | +92.8% | -192.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling