+232.5%
TSM vs AMIX
-100.0%
+332.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -7.6% | -16.0% | +8.5% | -7.5% |
| 30D | -20.5% | -55.4% | +34.9% | -20.2% |
| 3M | -10.0% | -87.5% | +77.5% | -9.2% |
| 6M | -10.1% | -81.2% | +71.1% | -10.4% |
| YTD | +24.5% | -86.8% | +111.4% | +24.1% |
| 1Y | +31.2% | -91.6% | +122.8% | +30.8% |
| All | +232.5% | -100.0% | +332.4% | +226.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling