-91.6%
AMIX vs TD
+61.0%
-152.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | +2.7% |
| 7D | -25.1% | +1.4% | -26.5% | -23.3% |
| 30D | -54.5% | +10.2% | -64.8% | -44.0% |
| 3M | -91.7% | +8.1% | -99.9% | -90.2% |
| 6M | -79.4% | +22.3% | -101.8% | -77.9% |
| YTD | -86.1% | +39.0% | -125.1% | -86.5% |
| 1Y | -91.6% | +62.6% | -154.2% | -94.1% |
| All | -91.6% | +61.0% | -152.6% | -94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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