-99.9%
AMIX vs WEC
+62.2%
-162.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | 0.0% | -8.5% | -8.4% |
| 7D | -10.9% | -0.7% | -10.1% | -11.1% |
| 30D | -55.0% | +11.0% | -65.9% | -52.9% |
| 3M | -82.0% | +8.6% | -90.6% | -81.4% |
| 6M | -80.4% | +6.2% | -86.6% | -80.0% |
| YTD | -88.3% | +14.3% | -102.6% | -87.9% |
| 1Y | -92.4% | +8.4% | -100.8% | -92.2% |
| All | -99.9% | +62.2% | -162.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling