-79.7%
AMIX vs WST
+37.6%
-117.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.5% |
| 7D | -13.7% | +0.7% | -14.5% | -14.1% |
| 30D | -62.1% | -3.1% | -58.9% | -61.6% |
| 3M | -46.2% | +7.2% | -53.4% | -47.8% |
| 6M | -46.4% | +36.8% | -83.2% | -54.4% |
| YTD | -60.3% | +23.8% | -84.1% | -64.5% |
| 1Y | -79.7% | +37.8% | -117.4% | -83.8% |
| All | -79.7% | +37.6% | -117.2% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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