+305.8%
TD vs AMBA
+12.8%
+293.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.3% | -3.8% | +0.9% |
| 7D | -0.6% | 0.0% | -0.6% | -0.7% |
| 30D | +7.9% | -8.6% | +16.5% | +9.0% |
| 3M | +3.1% | -29.0% | +32.1% | +7.1% |
| 6M | +17.2% | -19.2% | +36.4% | +17.5% |
| YTD | +34.7% | -13.0% | +47.7% | +32.8% |
| 1Y | +56.9% | -31.3% | +88.2% | +58.7% |
| 3Y | +134.7% | +28.1% | +106.6% | +108.5% |
| 5Y | +104.8% | -69.4% | +174.2% | +109.9% |
| 10Y | +305.8% | +7.6% | +298.2% | +202.9% |
| All | +305.8% | +12.8% | +293.0% | +202.9% |
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