-91.6%
AMIX vs GWW
+51.7%
-143.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -3.2% |
| 7D | -16.0% | +6.0% | -22.0% | +6.6% |
| 30D | -55.4% | +14.0% | -69.4% | -20.4% |
| 3M | -87.5% | +12.5% | -100.1% | -79.9% |
| 6M | -81.2% | +23.6% | -104.8% | -74.7% |
| YTD | -86.8% | +43.6% | -130.5% | -81.9% |
| 1Y | -91.6% | +52.5% | -144.1% | -87.4% |
| All | -91.6% | +51.7% | -143.3% | -87.4% |
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