+46.6%
TJX vs AMIX
-100.0%
+146.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.5% | 0.0% |
| 7D | -1.5% | -10.9% | +9.3% | -1.5% |
| 30D | -3.6% | -55.0% | +51.4% | -3.4% |
| 3M | -10.3% | -82.0% | +71.7% | -10.0% |
| 6M | -8.6% | -80.4% | +71.8% | -8.7% |
| YTD | -10.3% | -88.3% | +77.9% | -10.2% |
| 1Y | -6.4% | -92.4% | +85.9% | -6.2% |
| All | +46.6% | -100.0% | +146.6% | +64.6% |
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