-90.5%
AMIX vs WSM
+34.5%
-125.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.0% | +8.8% | +7.0% |
| 7D | +1.2% | +0.9% | +0.3% | -1.1% |
| 30D | -45.3% | +8.6% | -53.9% | -53.7% |
| 3M | -83.1% | +4.2% | -87.3% | -84.5% |
| 6M | -76.9% | +44.6% | -121.5% | -81.9% |
| YTD | -85.3% | +48.5% | -133.8% | -87.4% |
| All | -90.5% | +34.5% | -125.1% | -92.2% |
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