+297.8%
TD vs AMBA
-9.0%
+306.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | +0.3% | -11.0% | +11.3% | +1.7% |
| 30D | +0.4% | -23.2% | +23.6% | +3.6% |
| 3M | +7.6% | -12.7% | +20.4% | +7.9% |
| 6M | +25.0% | +11.2% | +13.8% | +20.3% |
| YTD | +31.0% | -11.2% | +42.2% | +29.2% |
| 1Y | +65.2% | -22.5% | +87.7% | +64.3% |
| 3Y | +122.5% | -1.3% | +123.8% | +105.8% |
| 5Y | +124.8% | -54.2% | +179.0% | +116.1% |
| All | +297.8% | -9.0% | +306.8% | +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