+86.2%
TGT vs AMIX
-91.8%
+178.0%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -20.0% | +20.6% | +0.5% |
| 7D | +0.5% | -8.1% | +8.5% | +0.4% |
| 30D | +6.7% | -52.3% | +58.9% | +6.4% |
| 3M | +8.4% | -83.8% | +92.2% | +7.8% |
| 6M | +40.7% | -79.0% | +119.7% | +39.8% |
| YTD | +72.2% | -87.2% | +159.4% | +69.4% |
| 1Y | +86.2% | -91.7% | +177.9% | +82.1% |
| All | +86.2% | -91.8% | +178.0% | +82.1% |
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