-80.9%
AMIX vs WPM
+5.1%
-86.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -6.3% |
| 7D | -25.5% | +7.5% | -33.0% | -31.0% |
| 30D | -56.2% | -3.8% | -52.4% | -54.5% |
| 3M | -87.4% | +8.0% | -95.4% | -89.5% |
| 6M | -80.9% | +6.1% | -87.0% | -87.0% |
| All | -80.9% | +5.1% | -86.0% | -87.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling