+939.8%
WDC vs AMIX
-99.9%
+1,039.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.8% | +5.9% |
| 7D | +1.7% | -13.7% | +15.5% | +1.9% |
| 30D | -10.0% | -62.1% | +52.1% | -9.1% |
| 3M | -18.8% | -46.2% | +27.4% | -20.2% |
| 6M | +79.0% | -46.4% | +125.5% | +75.5% |
| YTD | +171.6% | -60.3% | +231.8% | +167.1% |
| 1Y | +417.4% | -79.7% | +497.1% | +412.1% |
| All | +939.8% | -99.9% | +1,039.7% | +939.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling