-99.9%
AMIX vs WST
+11.8%
-111.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.1% |
| 7D | -16.0% | -3.1% | -12.9% | -15.8% |
| 30D | -55.4% | +9.1% | -64.5% | -55.7% |
| 3M | -87.5% | +14.7% | -102.2% | -87.6% |
| 6M | -81.2% | +28.0% | -109.2% | -81.5% |
| YTD | -86.8% | +45.6% | -132.5% | -87.2% |
| 1Y | -91.6% | +45.7% | -137.2% | -91.8% |
| All | -99.9% | +11.8% | -111.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling