+212.7%
TSM vs AMIX
-100.0%
+312.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -5.6% | -5.2% | -10.7% |
| 7D | -18.2% | -25.5% | +7.3% | -18.1% |
| 30D | -26.8% | -56.2% | +29.4% | -26.5% |
| 3M | -14.5% | -87.4% | +73.0% | -13.7% |
| 6M | -10.0% | -80.9% | +70.9% | -10.3% |
| YTD | +17.1% | -86.8% | +103.9% | +16.7% |
| 1Y | +21.5% | -91.3% | +112.9% | +21.2% |
| All | +212.7% | -100.0% | +312.6% | +207.4% |
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