-99.9%
AMIX vs WY
-30.6%
-69.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +1.1% |
| 7D | -16.0% | +3.1% | -19.1% | -17.3% |
| 30D | -55.4% | +13.0% | -68.4% | -58.1% |
| 3M | -87.5% | -16.8% | -70.7% | -86.4% |
| 6M | -81.2% | -11.2% | -70.0% | -79.2% |
| YTD | -86.8% | -9.1% | -77.8% | -85.4% |
| 1Y | -91.6% | -4.8% | -86.8% | -90.4% |
| All | -99.9% | -30.6% | -69.3% | -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