-99.9%
AMIX vs WSM
+154.3%
-254.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.7% |
| 7D | -16.0% | +0.5% | -16.6% | -16.4% |
| 30D | -55.4% | +6.0% | -61.4% | -56.5% |
| 3M | -87.5% | +3.2% | -90.7% | -87.7% |
| 6M | -81.2% | +37.1% | -118.3% | -82.0% |
| YTD | -86.8% | +44.2% | -131.0% | -87.4% |
| 1Y | -91.6% | +34.2% | -125.8% | -91.9% |
| All | -99.9% | +154.3% | -254.2% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling