-91.6%
AMIX vs WEC
+6.8%
-98.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | -1.5% |
| 7D | -16.0% | -0.2% | -15.8% | -16.0% |
| 30D | -55.4% | +12.3% | -67.7% | -51.7% |
| 3M | -87.5% | +8.3% | -95.8% | -86.7% |
| 6M | -81.2% | +3.5% | -84.7% | -81.0% |
| YTD | -86.8% | +12.7% | -99.6% | -89.9% |
| 1Y | -91.6% | +8.2% | -99.8% | -91.4% |
| All | -91.6% | +6.8% | -98.4% | -91.4% |
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