-91.7%
AMIX vs TD
+56.3%
-148.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.3% | -20.3% | -19.4% |
| 7D | -8.1% | -3.1% | -5.0% | -14.0% |
| 30D | -52.3% | +6.7% | -58.9% | -45.1% |
| 3M | -83.8% | +3.1% | -86.9% | -83.4% |
| 6M | -79.0% | +17.6% | -96.6% | -78.8% |
| YTD | -87.2% | +34.8% | -122.0% | -88.5% |
| 1Y | -91.7% | +55.6% | -147.3% | -93.4% |
| All | -91.7% | +56.3% | -148.0% | -93.4% |
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