-99.9%
AMIX vs WU
-26.8%
-73.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.2% | +7.7% | +6.6% |
| 7D | +11.4% | +11.0% | +0.4% | -11.6% |
| 30D | -40.5% | +13.4% | -53.9% | -55.1% |
| 3M | -80.1% | +2.2% | -82.3% | -82.6% |
| 6M | -74.8% | -18.2% | -56.6% | -76.5% |
| YTD | -84.0% | -18.3% | -65.7% | -85.0% |
| 1Y | -89.7% | -12.2% | -77.5% | -90.4% |
| All | -99.9% | -26.8% | -73.2% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling