-90.5%
AMIX vs WCN
+16.1%
-106.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.5% | +11.3% | +12.2% |
| 7D | +1.2% | +1.2% | 0.0% | +2.2% |
| 30D | -45.3% | +24.6% | -69.9% | -33.8% |
| 3M | -83.1% | +14.2% | -97.3% | -81.1% |
| 6M | -76.9% | +25.7% | -102.6% | -73.6% |
| YTD | -85.3% | +9.3% | -94.6% | -83.4% |
| All | -90.5% | +16.1% | -106.7% | -88.8% |
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