-91.6%
AMIX vs WSM
+44.0%
-135.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.5% | -9.5% | -12.8% |
| 7D | -25.1% | +8.0% | -33.1% | -34.7% |
| 30D | -54.5% | +13.5% | -68.0% | -63.8% |
| 3M | -91.7% | +8.8% | -100.6% | -93.0% |
| 6M | -79.4% | +54.7% | -134.2% | -84.1% |
| YTD | -86.1% | +53.3% | -139.3% | -87.9% |
| 1Y | -91.6% | +41.1% | -132.7% | -93.1% |
| All | -91.6% | +44.0% | -135.5% | -93.1% |
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