-91.6%
AMIX vs WCN
+16.1%
-107.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -0.8% |
| 7D | -25.1% | +6.7% | -31.8% | -20.9% |
| 30D | -54.5% | +24.3% | -78.8% | -45.3% |
| 3M | -91.7% | +16.1% | -107.8% | -90.7% |
| 6M | -79.4% | +19.9% | -99.4% | -76.4% |
| YTD | -86.1% | +10.1% | -96.2% | -84.2% |
| 1Y | -91.6% | +14.4% | -106.0% | -90.1% |
| All | -91.6% | +16.1% | -107.6% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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