-99.9%
AMIX vs WPM
+211.5%
-311.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.6% | +6.2% | +10.6% |
| 7D | +1.2% | +20.8% | -19.6% | -3.1% |
| 30D | -45.3% | +3.8% | -49.2% | -45.8% |
| 3M | -83.1% | +7.4% | -90.5% | -83.2% |
| 6M | -76.9% | +4.0% | -80.8% | -78.5% |
| YTD | -85.3% | +23.0% | -108.3% | -85.7% |
| 1Y | -89.8% | +45.9% | -135.8% | -89.7% |
| All | -99.9% | +211.5% | -311.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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