-79.0%
AMIX vs WCN
+26.1%
-105.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.6% | -20.6% | -19.0% |
| 7D | -8.1% | +0.4% | -8.5% | -7.3% |
| 30D | -52.3% | +25.3% | -77.6% | -23.7% |
| 3M | -83.8% | +15.4% | -99.2% | -80.2% |
| 6M | -79.0% | +27.8% | -106.8% | -69.9% |
| All | -79.0% | +26.1% | -105.1% | -69.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling