-99.9%
AMIX vs WCN
+24.8%
-124.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | -0.9% |
| 7D | -16.0% | +2.9% | -18.9% | -14.3% |
| 30D | -55.4% | +22.1% | -77.5% | -49.1% |
| 3M | -87.5% | +13.2% | -100.7% | -86.4% |
| 6M | -81.2% | +23.7% | -104.9% | -78.8% |
| YTD | -86.8% | +8.7% | -95.6% | -85.8% |
| 1Y | -91.6% | +15.3% | -106.9% | -90.6% |
| All | -99.9% | +24.8% | -124.8% | -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