-91.6%
AMIX vs WWD
+27.2%
-118.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -1.5% |
| 7D | -25.1% | +7.3% | -32.5% | -29.7% |
| 30D | -54.5% | -2.0% | -52.5% | -54.0% |
| 3M | -91.7% | -12.6% | -79.2% | -90.8% |
| 6M | -79.4% | -8.4% | -71.0% | -77.8% |
| YTD | -86.1% | +8.2% | -94.3% | -84.8% |
| 1Y | -91.6% | +26.5% | -118.1% | -90.2% |
| All | -91.6% | +27.2% | -118.8% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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