-90.5%
AMIX vs WTW
+2.3%
-92.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.6% | +12.4% | +11.6% |
| 7D | +1.2% | +0.5% | +0.7% | +1.4% |
| 30D | -45.3% | +10.4% | -55.7% | -43.3% |
| 3M | -83.1% | -4.8% | -78.2% | -83.4% |
| 6M | -76.9% | +28.5% | -105.3% | -77.8% |
| YTD | -85.3% | +0.5% | -85.8% | -86.1% |
| All | -90.5% | +2.3% | -92.8% | -90.7% |
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