+23.0%
WMT vs AMIX
-92.5%
+115.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.4% | +8.9% | +0.4% |
| 7D | -1.2% | -10.9% | +9.7% | -1.2% |
| 30D | +12.4% | -55.0% | +67.4% | +12.5% |
| 3M | +9.0% | -82.0% | +91.1% | +9.2% |
| 6M | -3.0% | -80.4% | +77.5% | -4.1% |
| YTD | +14.0% | -88.3% | +102.3% | +13.4% |
| 1Y | +23.0% | -92.4% | +115.4% | +23.1% |
| All | +23.0% | -92.5% | +115.5% | +23.1% |
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