-8.9%
TJX vs AMIX
-81.6%
+72.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | -0.3% |
| 7D | -1.9% | -10.9% | +9.0% | -1.9% |
| 30D | -3.9% | -55.0% | +51.1% | -3.8% |
| 3M | -10.6% | -82.0% | +71.4% | -10.4% |
| 6M | -8.9% | -80.4% | +71.5% | -5.3% |
| All | -8.9% | -81.6% | +72.6% | -5.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling