+84.7%
WDC vs AMIX
-91.8%
+176.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -20.0% | +28.3% | +8.6% |
| 7D | -3.2% | -8.1% | +4.8% | -3.2% |
| 30D | -19.0% | -52.3% | +33.2% | -18.4% |
| 3M | -28.4% | -83.8% | +55.3% | -27.1% |
| 6M | -39.2% | -79.0% | +39.7% | -37.1% |
| YTD | +82.1% | -87.2% | +169.3% | +91.4% |
| 1Y | +84.7% | -91.7% | +176.4% | +97.3% |
| All | +84.7% | -91.8% | +176.5% | +97.3% |
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