-99.9%
AMIX vs WPM
+195.0%
-294.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.9% | -0.6% |
| 7D | -16.0% | +16.9% | -32.9% | -19.1% |
| 30D | -55.4% | +2.0% | -57.4% | -55.7% |
| 3M | -87.5% | +8.9% | -96.4% | -87.7% |
| 6M | -81.2% | +1.6% | -82.8% | -82.3% |
| YTD | -86.8% | +16.5% | -103.3% | -87.1% |
| 1Y | -91.6% | +42.2% | -133.8% | -91.3% |
| All | -99.9% | +195.0% | -294.9% | -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