-99.9%
AMIX vs WY
-32.3%
-67.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.9% | -7.5% | -8.1% |
| 7D | -10.9% | -5.4% | -5.4% | -9.0% |
| 30D | -55.0% | +7.9% | -62.8% | -56.8% |
| 3M | -82.0% | -16.6% | -65.4% | -80.5% |
| 6M | -80.4% | -11.2% | -69.3% | -78.1% |
| YTD | -88.3% | -11.3% | -76.9% | -86.8% |
| 1Y | -92.4% | -5.5% | -86.8% | -91.3% |
| All | -99.9% | -32.3% | -67.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling