-79.7%
AMIX vs TD
+64.8%
-144.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.6% | -4.9% |
| 7D | -13.7% | +0.3% | -14.0% | -13.3% |
| 30D | -62.1% | +0.4% | -62.5% | -62.5% |
| 3M | -46.2% | +7.6% | -53.8% | -46.6% |
| 6M | -46.4% | +25.0% | -71.4% | -53.0% |
| YTD | -60.3% | +31.0% | -91.3% | -67.2% |
| 1Y | -79.7% | +65.2% | -144.9% | -88.0% |
| All | -79.7% | +64.8% | -144.5% | -88.0% |
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