+251.1%
TSM vs AMIX
-99.9%
+351.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.8% | -6.8% | +2.0% |
| 7D | -2.1% | +11.4% | -13.5% | -2.1% |
| 30D | -12.5% | -40.5% | +28.0% | -12.3% |
| 3M | -5.0% | -80.1% | +75.1% | -4.4% |
| 6M | -3.2% | -74.8% | +71.6% | -3.7% |
| YTD | +31.5% | -84.0% | +115.5% | +30.9% |
| 1Y | +35.7% | -89.7% | +125.4% | +35.2% |
| All | +251.1% | -99.9% | +351.0% | +244.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling