-79.7%
AMIX vs WTW
+3.0%
-82.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -2.7% |
| 7D | -13.7% | -2.6% | -11.1% | -14.7% |
| 30D | -62.1% | -1.0% | -61.1% | -62.2% |
| 3M | -46.2% | +29.9% | -76.1% | -47.1% |
| 6M | -46.4% | +10.7% | -57.1% | -47.3% |
| YTD | -60.3% | +2.6% | -62.8% | -61.9% |
| 1Y | -79.7% | +2.8% | -82.4% | -80.1% |
| All | -79.7% | +3.0% | -82.7% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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