+303.6%
TD vs AMBA
+7.9%
+295.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.1% |
| 7D | -3.1% | +2.6% | -5.6% | -3.4% |
| 30D | +6.7% | -3.6% | +10.3% | +7.0% |
| 3M | +3.1% | -24.6% | +27.7% | +6.3% |
| 6M | +17.6% | -21.6% | +39.2% | +18.4% |
| YTD | +34.8% | -11.8% | +46.6% | +32.6% |
| 1Y | +55.6% | -33.2% | +88.8% | +58.1% |
| 3Y | +133.1% | +24.5% | +108.6% | +108.0% |
| 5Y | +104.7% | -67.7% | +172.3% | +108.2% |
| 10Y | +303.6% | +4.7% | +298.8% | +200.4% |
| All | +303.6% | +7.9% | +295.7% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling