-79.7%
AMIX vs WSM
+19.9%
-99.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -5.2% |
| 7D | -13.7% | -3.3% | -10.5% | -9.0% |
| 30D | -62.1% | -8.4% | -53.7% | -56.5% |
| 3M | -46.2% | +9.7% | -55.8% | -40.9% |
| 6M | -46.4% | +16.7% | -63.1% | -43.6% |
| YTD | -60.3% | +28.7% | -88.9% | -55.9% |
| 1Y | -79.7% | +13.7% | -93.3% | -77.6% |
| All | -79.7% | +19.9% | -99.5% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling