-79.7%
AMIX vs TMF
-15.2%
-64.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.5% |
| 7D | -13.7% | -1.4% | -12.3% | -11.7% |
| 30D | -62.1% | -2.8% | -59.2% | -60.0% |
| 3M | -46.2% | -10.9% | -35.3% | -43.8% |
| 6M | -46.4% | -21.3% | -25.1% | -40.8% |
| YTD | -60.3% | -15.9% | -44.4% | -57.9% |
| 1Y | -79.7% | -15.7% | -63.9% | -77.7% |
| All | -79.7% | -15.2% | -64.4% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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