-89.6%
AMIX vs WU
-12.5%
-77.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.2% | +7.7% | +4.4% |
| 7D | +11.4% | +11.0% | +0.4% | -33.1% |
| 30D | -40.5% | +13.4% | -53.9% | -68.6% |
| 3M | -80.1% | +2.2% | -82.3% | -86.9% |
| 6M | -74.8% | -18.2% | -56.6% | -80.9% |
| YTD | -84.0% | -18.3% | -65.7% | -87.8% |
| All | -89.6% | -12.5% | -77.2% | -92.0% |
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