+68.4%
TXN vs AMIX
-99.9%
+168.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +2.2% | -3.4% | +5.6% | +2.2% |
| 30D | -9.5% | -54.4% | +44.9% | -8.9% |
| 3M | -10.5% | -45.7% | +35.2% | -12.8% |
| 6M | +35.4% | -49.2% | +84.5% | +32.0% |
| YTD | +51.8% | -60.3% | +112.1% | +47.9% |
| 1Y | +42.9% | -81.4% | +124.3% | +39.4% |
| All | +68.4% | -99.9% | +168.2% | +61.1% |
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