-99.8%
AMIX vs WY
-23.9%
-75.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.3% |
| 7D | -13.7% | -1.7% | -12.0% | -12.9% |
| 30D | -62.1% | -10.1% | -52.0% | -60.0% |
| 3M | -46.2% | -5.1% | -41.0% | -43.0% |
| 6M | -46.4% | -4.8% | -41.6% | -43.2% |
| YTD | -60.3% | -0.2% | -60.0% | -57.6% |
| 1Y | -79.7% | -6.6% | -73.0% | -77.9% |
| All | -99.8% | -23.9% | -75.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling