-91.6%
AMIX vs WCC
+13.7%
-105.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -1.0% |
| 7D | -16.0% | -14.7% | -1.3% | -9.8% |
| 30D | -55.4% | -20.1% | -35.4% | -50.5% |
| 3M | -87.5% | -21.2% | -66.4% | -86.1% |
| 6M | -81.2% | -19.2% | -62.0% | -77.8% |
| YTD | -86.8% | +20.2% | -107.1% | -80.8% |
| 1Y | -91.6% | +14.5% | -106.0% | -87.1% |
| All | -91.6% | +13.7% | -105.3% | -87.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling