+15.0%
IWM vs AMIX
-91.4%
+106.4%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.0% | -16.0% | +14.0% | -2.0% |
| 30D | -1.5% | -55.4% | +54.0% | -1.1% |
| 3M | -8.0% | -87.5% | +79.5% | -7.3% |
| 6M | -4.1% | -81.2% | +77.1% | -3.8% |
| YTD | +11.9% | -86.8% | +98.8% | +11.7% |
| 1Y | +15.0% | -91.6% | +106.6% | +14.4% |
| All | +15.0% | -91.4% | +106.4% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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