-99.9%
AMIX vs WWD
+122.5%
-222.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.0% | +0.4% | -3.1% |
| 7D | -25.5% | -2.6% | -22.9% | -24.7% |
| 30D | -56.2% | -7.7% | -48.5% | -54.8% |
| 3M | -87.4% | -17.7% | -69.7% | -86.4% |
| 6M | -80.9% | -15.9% | -65.0% | -79.6% |
| YTD | -86.8% | +1.8% | -88.6% | -86.1% |
| 1Y | -91.3% | +17.4% | -108.7% | -90.8% |
| All | -99.9% | +122.5% | -222.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling