-99.9%
AMIX vs WSM
+154.3%
-254.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.5% |
| 7D | -9.9% | 0.0% | -9.9% | -9.7% |
| 30D | -52.8% | +5.1% | -57.8% | -53.7% |
| 3M | -80.0% | +5.1% | -85.1% | -80.4% |
| 6M | -80.2% | +48.6% | -128.8% | -81.1% |
| YTD | -88.1% | +44.2% | -132.3% | -88.6% |
| 1Y | -91.1% | +38.1% | -129.2% | -91.4% |
| 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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling