+1.8%
WFC vs AMIX
-89.3%
+91.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.8% | -8.5% | +0.3% |
| 7D | +0.9% | +11.4% | -10.6% | +0.9% |
| 30D | +3.3% | -40.5% | +43.8% | +3.3% |
| 3M | -1.4% | -80.1% | +78.7% | -1.4% |
| 6M | +14.7% | -74.8% | +89.5% | +16.0% |
| YTD | -5.9% | -84.0% | +78.1% | -5.7% |
| 1Y | +1.8% | -89.7% | +91.6% | +1.4% |
| All | +1.8% | -89.3% | +91.1% | +1.4% |
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