+81.2%
TXN vs AMIX
-100.0%
+181.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -7.8% | -16.0% | +8.2% | -7.7% |
| 30D | -3.6% | -55.4% | +51.9% | -2.9% |
| 3M | +0.1% | -87.5% | +87.6% | +1.9% |
| 6M | -3.2% | -81.2% | +78.0% | -4.7% |
| YTD | +63.4% | -86.8% | +150.2% | +60.8% |
| 1Y | +75.6% | -91.6% | +167.2% | +72.9% |
| All | +81.2% | -100.0% | +181.2% | +75.1% |
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 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