-99.9%
AMIX vs GTLB
-33.5%
-66.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.8% | +9.0% |
| 7D | +11.4% | -10.9% | +22.3% | +13.9% |
| 30D | -40.5% | -15.3% | -25.2% | -38.6% |
| 3M | -80.1% | +14.6% | -94.6% | -80.8% |
| 6M | -74.8% | +79.6% | -154.4% | -77.2% |
| YTD | -84.0% | +24.3% | -108.3% | -85.2% |
| 1Y | -89.7% | +1.0% | -90.7% | -90.3% |
| All | -99.9% | -33.5% | -66.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 5y: compounded portfolio wealth divided by compounded GTLB 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…
5y analysis · Full analysis span regression · 6 months rolling