+99.7%
TXN vs AMIX
-92.3%
+192.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | -0.3% |
| 7D | +1.0% | -25.1% | +26.1% | +1.3% |
| 30D | +6.1% | -54.5% | +60.7% | +7.0% |
| 3M | +10.4% | -91.7% | +102.1% | +13.0% |
| 6M | +12.6% | -79.4% | +92.0% | +10.4% |
| YTD | +83.5% | -86.1% | +169.5% | +78.2% |
| 1Y | +99.7% | -91.6% | +191.3% | +92.0% |
| All | +99.7% | -92.3% | +192.1% | +92.0% |
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