+7.9%
AMT vs TD
+128.4%
-120.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -0.2% | +0.9% | -1.0% | -0.3% |
| 30D | +1.8% | -0.7% | +2.5% | +1.9% |
| 3M | -6.2% | +6.3% | -12.4% | -7.6% |
| 6M | -5.0% | +27.9% | -32.9% | -10.4% |
| YTD | +2.1% | +29.8% | -27.8% | -4.2% |
| 1Y | -5.7% | +63.7% | -69.4% | -16.7% |
| 3Y | +7.9% | +128.3% | -120.4% | -15.7% |
| All | +7.9% | +128.4% | -120.5% | -15.7% |
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