+27.0%
TGT vs AMIX
-99.9%
+126.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.1% |
| 7D | -0.6% | -3.4% | +2.7% | -0.6% |
| 30D | +9.5% | -54.4% | +63.9% | +9.3% |
| 3M | +32.3% | -45.7% | +78.0% | +32.8% |
| 6M | +37.0% | -49.2% | +86.2% | +37.7% |
| YTD | +71.0% | -60.3% | +131.4% | +71.5% |
| 1Y | +85.0% | -81.4% | +166.4% | +84.9% |
| All | +27.0% | -99.9% | +126.9% | +25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling