+40.6%
GLW vs AMIX
-92.3%
+132.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.0% | -2.8% | -5.8% |
| 7D | -9.5% | -25.1% | +15.6% | -9.0% |
| 30D | -25.5% | -54.5% | +29.0% | -24.4% |
| 3M | -25.6% | -91.7% | +66.2% | -22.4% |
| 6M | -25.5% | -79.4% | +53.9% | -27.7% |
| YTD | +36.4% | -86.1% | +122.4% | +32.4% |
| 1Y | +40.6% | -91.6% | +132.2% | +37.4% |
| All | +40.6% | -92.3% | +132.9% | +37.4% |
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