-91.6%
AMIX vs WU
-18.0%
-73.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.4% | -8.5% | -24.0% |
| 7D | -25.1% | +8.2% | -33.3% | -47.9% |
| 30D | -54.5% | +8.0% | -62.6% | -70.3% |
| 3M | -91.7% | -6.6% | -85.1% | -91.2% |
| 6M | -79.4% | -23.3% | -56.2% | -79.4% |
| YTD | -86.1% | -22.4% | -63.7% | -86.1% |
| 1Y | -91.6% | -18.0% | -73.6% | -91.6% |
| All | -91.6% | -18.0% | -73.6% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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