-99.9%
AMIX vs WWD
+130.1%
-230.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -1.4% |
| 7D | -16.0% | +4.2% | -20.2% | -17.7% |
| 30D | -55.4% | -2.1% | -53.3% | -55.1% |
| 3M | -87.5% | -13.2% | -74.3% | -86.7% |
| 6M | -81.2% | -16.9% | -64.3% | -80.2% |
| YTD | -86.8% | +5.2% | -92.1% | -86.3% |
| 1Y | -91.6% | +20.6% | -112.2% | -91.2% |
| All | -99.9% | +130.1% | -230.0% | -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