+4.6%
WMT vs AMIX
-80.5%
+85.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +0.1% | -3.4% | +3.5% | +0.1% |
| 30D | -5.0% | -54.4% | +49.4% | -4.9% |
| 3M | -11.3% | -45.7% | +34.5% | -12.6% |
| 6M | -13.8% | -49.2% | +35.4% | -14.5% |
| YTD | -4.2% | -60.3% | +56.1% | -4.7% |
| 1Y | +4.6% | -81.4% | +85.9% | +5.3% |
| All | +4.6% | -80.5% | +85.1% | +5.3% |
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