-99.8%
AMIX vs WPM
+235.4%
-335.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.7% |
| 7D | -13.7% | +1.1% | -14.8% | -13.9% |
| 30D | -62.1% | +26.4% | -88.4% | -63.7% |
| 3M | -46.2% | +20.8% | -67.0% | -50.2% |
| 6M | -46.4% | +1.1% | -47.5% | -51.2% |
| YTD | -60.3% | +32.5% | -92.7% | -61.9% |
| 1Y | -79.7% | +51.5% | -131.2% | -79.8% |
| All | -99.8% | +235.4% | -335.2% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling