-21.2%
TMUS vs AMIX
-92.3%
+71.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.1% | +3.1% |
| 7D | +7.5% | -25.1% | +32.6% | +7.5% |
| 30D | -3.3% | -54.5% | +51.2% | -3.3% |
| 3M | -9.7% | -91.7% | +82.1% | -9.6% |
| 6M | -17.2% | -79.4% | +62.2% | -17.6% |
| YTD | -20.3% | -86.1% | +65.7% | -20.5% |
| 1Y | -21.2% | -91.6% | +70.4% | -21.3% |
| All | -21.2% | -92.3% | +71.1% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling