-80.9%
AMIX vs TD
+17.2%
-98.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.6% | -20.2% |
| 7D | -25.5% | -3.2% | -22.2% | -36.1% |
| 30D | -56.2% | +4.9% | -61.1% | -47.1% |
| 3M | -87.4% | +2.3% | -89.7% | -88.7% |
| 6M | -80.9% | +17.8% | -98.7% | -82.8% |
| All | -80.9% | +17.2% | -98.1% | -82.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling