-99.9%
AMIX vs WCN
+26.9%
-126.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.6% | -20.6% | -19.6% |
| 7D | -8.1% | +0.4% | -8.5% | -7.8% |
| 30D | -52.3% | +25.3% | -77.6% | -44.5% |
| 3M | -83.8% | +15.4% | -99.2% | -82.1% |
| 6M | -79.0% | +27.8% | -106.8% | -76.0% |
| YTD | -87.2% | +10.6% | -97.7% | -86.0% |
| 1Y | -91.7% | +15.8% | -107.5% | -90.7% |
| All | -99.9% | +26.9% | -126.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling