-99.9%
AMIX vs WCN
+26.2%
-126.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +9.2% |
| 7D | +11.4% | +2.6% | +8.8% | +13.3% |
| 30D | -40.5% | +25.3% | -65.8% | -30.9% |
| 3M | -80.1% | +15.2% | -95.3% | -78.1% |
| 6M | -74.8% | +26.4% | -101.3% | -71.4% |
| YTD | -84.0% | +9.9% | -93.9% | -82.6% |
| 1Y | -89.7% | +16.2% | -105.9% | -88.5% |
| All | -99.9% | +26.2% | -126.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling