-97.7%
AMIX vs WETO
-99.8%
+2.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -3.4% | -5.1% | -8.6% |
| 7D | -10.9% | -25.4% | +14.5% | -11.5% |
| 30D | -55.0% | -35.8% | -19.2% | -55.3% |
| 3M | -82.0% | -84.6% | +2.6% | -80.8% |
| 6M | -80.4% | -98.8% | +18.3% | -77.9% |
| YTD | -88.3% | -99.3% | +11.0% | -86.3% |
| 1Y | -92.4% | -99.4% | +7.0% | -91.0% |
| All | -97.7% | -99.8% | +2.1% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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