-91.7%
AMIX vs WY
-6.3%
-85.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.1% | -20.1% | -20.1% |
| 7D | -8.1% | -5.1% | -3.0% | -3.9% |
| 30D | -52.3% | +9.0% | -61.3% | -57.7% |
| 3M | -83.8% | -16.7% | -67.1% | -79.4% |
| 6M | -79.0% | -10.3% | -68.7% | -71.2% |
| YTD | -87.2% | -10.5% | -76.7% | -81.8% |
| 1Y | -91.7% | -5.9% | -85.8% | -85.1% |
| All | -91.7% | -6.3% | -85.4% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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