-99.8%
AMIX vs WWD
+151.0%
-250.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.4% |
| 7D | -13.7% | +1.3% | -15.0% | -14.2% |
| 30D | -62.1% | -7.2% | -54.9% | -60.8% |
| 3M | -46.2% | -3.8% | -42.3% | -45.2% |
| 6M | -46.4% | -9.9% | -36.5% | -45.4% |
| YTD | -60.3% | +14.8% | -75.1% | -60.0% |
| 1Y | -79.7% | +42.1% | -121.7% | -79.6% |
| All | -99.8% | +151.0% | -250.8% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling