-79.7%
AMIX vs GWW
+31.2%
-110.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | +2.1% |
| 7D | -13.7% | +1.4% | -15.1% | -9.5% |
| 30D | -62.1% | +3.3% | -65.3% | -56.2% |
| 3M | -46.2% | +2.9% | -49.1% | -46.1% |
| 6M | -46.4% | +15.8% | -62.2% | -46.8% |
| YTD | -60.3% | +32.0% | -92.3% | -60.8% |
| 1Y | -79.7% | +29.9% | -109.6% | -80.4% |
| All | -79.7% | +31.2% | -110.8% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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