-99.9%
AMIX vs WPM
+195.7%
-295.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.1% | +13.9% | +9.9% |
| 7D | +11.4% | +16.4% | -4.9% | +7.5% |
| 30D | -40.5% | -1.5% | -39.1% | -40.4% |
| 3M | -80.1% | +2.6% | -82.6% | -80.1% |
| 6M | -74.8% | -1.3% | -73.5% | -76.4% |
| YTD | -84.0% | +16.8% | -100.7% | -84.3% |
| 1Y | -89.7% | +34.1% | -123.8% | -89.5% |
| All | -99.9% | +195.7% | -295.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling