+44.9%
TJX vs AMIX
-100.0%
+144.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.2% |
| 7D | -0.3% | -9.9% | +9.5% | -0.3% |
| 30D | -5.6% | -52.8% | +47.2% | -5.5% |
| 3M | -12.3% | -80.0% | +67.7% | -12.1% |
| 6M | -7.7% | -80.2% | +72.5% | -7.8% |
| YTD | -11.4% | -88.1% | +76.7% | -11.3% |
| 1Y | -7.0% | -91.1% | +84.0% | -6.9% |
| All | +44.9% | -100.0% | +144.8% | +62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling