+47.1%
TJX vs AMIX
-99.9%
+147.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.8% | -9.7% | -0.9% |
| 7D | -0.5% | +11.4% | -12.0% | -0.5% |
| 30D | -1.3% | -40.5% | +39.2% | -1.2% |
| 3M | -13.5% | -80.1% | +66.6% | -13.3% |
| 6M | -10.1% | -74.8% | +64.7% | -10.2% |
| YTD | -10.0% | -84.0% | +73.9% | -10.0% |
| 1Y | -5.5% | -89.7% | +84.2% | -5.4% |
| All | +47.1% | -99.9% | +147.1% | +65.1% |
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 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