+195.0%
WBD vs AMIX
-99.9%
+294.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.3% | -80.1% | +114.4% | +30.6% |
| 7D | +34.3% | -80.1% | +114.4% | +30.6% |
| 30D | +34.3% | -80.1% | +114.4% | +30.6% |
| 3M | +34.3% | -80.1% | +114.4% | +30.6% |
| 6M | +34.3% | -80.1% | +114.4% | +30.6% |
| YTD | +34.3% | -80.1% | +114.4% | +30.6% |
| 1Y | +63.0% | -85.2% | +148.2% | +58.7% |
| All | +195.0% | -99.9% | +294.9% | +152.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling