-99.8%
AMIX vs WU
-26.8%
-73.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | +0.1% |
| 7D | -13.7% | -0.8% | -12.9% | -12.8% |
| 30D | -62.1% | -1.1% | -61.0% | -62.1% |
| 3M | -46.2% | -3.9% | -42.3% | -47.3% |
| 6M | -46.4% | -20.7% | -25.8% | -46.8% |
| YTD | -60.3% | -18.4% | -41.9% | -60.5% |
| 1Y | -79.7% | -8.1% | -71.6% | -79.9% |
| All | -99.8% | -26.8% | -73.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling