+123.2%
GLW vs AMIX
-81.0%
+204.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.9% | +7.6% | +5.7% |
| 7D | +3.8% | -13.7% | +17.5% | +4.0% |
| 30D | -1.3% | -62.1% | +60.7% | +0.2% |
| 3M | -21.8% | -46.2% | +24.4% | -24.8% |
| 6M | +6.9% | -46.4% | +53.3% | +2.2% |
| YTD | +77.2% | -60.3% | +137.4% | +70.2% |
| 1Y | +123.2% | -79.7% | +202.9% | +135.0% |
| All | +123.2% | -81.0% | +204.2% | +135.0% |
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