-99.8%
AMIX vs WTW
+30.5%
-130.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | -0.3% |
| 7D | +1.6% | -7.1% | +8.7% | +1.5% |
| 30D | -50.8% | -8.5% | -42.3% | -50.9% |
| 3M | -46.3% | +20.6% | -66.8% | -50.4% |
| 6M | -49.9% | +7.2% | -57.1% | -52.1% |
| YTD | -60.4% | -3.9% | -56.6% | -61.1% |
| 1Y | -81.7% | -3.6% | -78.1% | -82.1% |
| All | -99.8% | +30.5% | -130.2% | -99.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling