-99.9%
AMIX vs WU
-27.6%
-72.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.3% | +12.1% | +12.4% |
| 7D | +1.2% | +9.1% | -7.9% | -17.1% |
| 30D | -45.3% | +12.1% | -57.4% | -57.9% |
| 3M | -83.1% | +0.3% | -83.4% | -84.6% |
| 6M | -76.9% | -19.1% | -57.7% | -77.9% |
| YTD | -85.3% | -19.2% | -66.1% | -85.9% |
| 1Y | -89.8% | -15.3% | -74.5% | -90.3% |
| All | -99.9% | -27.6% | -72.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling