+34.2%
WM vs AMIX
-99.9%
+134.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.6% |
| 7D | +5.9% | -25.1% | +31.0% | +5.9% |
| 30D | +15.4% | -54.5% | +69.9% | +15.3% |
| 3M | +6.3% | -91.7% | +98.1% | +6.0% |
| 6M | +5.6% | -79.4% | +85.0% | +6.0% |
| YTD | +9.9% | -86.1% | +96.0% | +10.3% |
| 1Y | +20.8% | -91.6% | +112.4% | +21.2% |
| All | +34.2% | -99.9% | +134.1% | +38.2% |
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