-29.4%
TSCO vs AMIX
-92.3%
+62.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +4.2% |
| 7D | +15.7% | -25.1% | +40.8% | +15.9% |
| 30D | +16.4% | -54.5% | +70.9% | +16.9% |
| 3M | +11.2% | -91.7% | +103.0% | +12.5% |
| 6M | +14.9% | -79.4% | +94.4% | +12.2% |
| YTD | -25.4% | -86.1% | +60.6% | -28.2% |
| 1Y | -29.4% | -91.6% | +62.2% | -32.8% |
| All | -29.4% | -92.3% | +62.9% | -32.8% |
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