-91.7%
AMIX vs WSM
+36.5%
-128.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.2% | -20.2% | -20.3% |
| 7D | -8.1% | -3.0% | -5.1% | -3.4% |
| 30D | -52.3% | +10.1% | -62.3% | -60.6% |
| 3M | -83.8% | +4.9% | -88.7% | -85.4% |
| 6M | -79.0% | +49.8% | -128.7% | -83.6% |
| YTD | -87.2% | +48.7% | -135.9% | -89.0% |
| 1Y | -91.7% | +38.7% | -130.4% | -93.2% |
| All | -91.7% | +36.5% | -128.2% | -93.2% |
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