+38.5%
TJX vs AMIX
-99.9%
+138.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -3.3% | -3.4% | +0.1% | -3.3% |
| 30D | -19.9% | -54.4% | +34.5% | -19.8% |
| 3M | -19.0% | -45.7% | +26.7% | -19.1% |
| 6M | -18.6% | -49.2% | +30.6% | -18.7% |
| YTD | -15.3% | -60.3% | +45.1% | -15.4% |
| 1Y | -7.3% | -81.4% | +74.0% | -7.2% |
| All | +38.5% | -99.9% | +138.4% | +55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling