-99.9%
AMIX vs WTW
+36.4%
-136.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.6% | +12.4% | +11.8% |
| 7D | +1.2% | +0.5% | +0.7% | +1.2% |
| 30D | -45.3% | +10.4% | -55.7% | -45.2% |
| 3M | -83.1% | -4.8% | -78.2% | -83.1% |
| 6M | -76.9% | +28.5% | -105.3% | -78.7% |
| YTD | -85.3% | +0.5% | -85.8% | -85.5% |
| 1Y | -89.8% | +1.6% | -91.4% | -90.0% |
| All | -99.9% | +36.4% | -136.4% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling