-39.9%
TSCO vs AMIX
-80.5%
+40.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.7% | -3.4% | +5.0% | +1.7% |
| 30D | +2.8% | -54.4% | +57.2% | +3.2% |
| 3M | +17.9% | -45.7% | +63.6% | +14.5% |
| 6M | -28.6% | -49.2% | +20.6% | -30.8% |
| YTD | -28.0% | -60.3% | +32.3% | -31.0% |
| 1Y | -39.9% | -81.4% | +41.5% | -43.2% |
| All | -39.9% | -80.5% | +40.7% | -43.2% |
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 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