+88.5%
WDC vs AMIX
-92.3%
+180.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -5.0% |
| 7D | +12.1% | -9.9% | +22.0% | +12.1% |
| 30D | -18.8% | -52.8% | +34.0% | -18.1% |
| 3M | -39.3% | -80.0% | +40.7% | -38.3% |
| 6M | -40.1% | -80.2% | +40.1% | -38.2% |
| YTD | +71.8% | -88.1% | +159.9% | +79.4% |
| 1Y | +88.5% | -91.1% | +179.5% | +98.0% |
| All | +88.5% | -92.3% | +180.8% | +98.0% |
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