-99.9%
AMIX vs TD
+123.2%
-223.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.7% |
| 7D | +11.4% | -0.7% | +12.1% | +11.2% |
| 30D | -40.5% | +7.6% | -48.1% | -39.0% |
| 3M | -80.1% | +3.0% | -83.1% | -79.9% |
| 6M | -74.8% | +16.8% | -91.7% | -76.7% |
| YTD | -84.0% | +34.3% | -118.3% | -86.6% |
| 1Y | -89.7% | +56.0% | -145.7% | -92.3% |
| All | -99.9% | +123.2% | -223.1% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling