-91.7%
AMIX vs WWD
+25.8%
-117.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.3% | -21.3% | -21.1% |
| 7D | -8.1% | +3.7% | -11.8% | -10.9% |
| 30D | -52.3% | +1.8% | -54.1% | -53.2% |
| 3M | -83.8% | -5.0% | -78.8% | -83.1% |
| 6M | -79.0% | -8.4% | -70.6% | -78.0% |
| YTD | -87.2% | +12.3% | -99.5% | -86.4% |
| 1Y | -91.7% | +26.2% | -117.9% | -90.8% |
| All | -91.7% | +25.8% | -117.5% | -90.8% |
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