-91.6%
AMIX vs WEC
+9.7%
-101.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.4% | -1.3% |
| 7D | -25.1% | +6.9% | -32.0% | -21.3% |
| 30D | -54.5% | +16.6% | -71.1% | -49.5% |
| 3M | -91.7% | +9.1% | -100.8% | -91.2% |
| 6M | -79.4% | +3.2% | -82.6% | -78.6% |
| YTD | -86.1% | +14.9% | -101.0% | -88.9% |
| 1Y | -91.6% | +9.2% | -100.8% | -90.7% |
| All | -91.6% | +9.7% | -101.2% | -90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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