-5.8%
TDG vs AMC
+38.0%
-43.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.3% | -6.6% | +0.3% |
| 7D | +7.1% | +17.7% | -10.7% | +6.0% |
| 30D | +11.4% | +26.2% | -14.8% | +9.7% |
| 3M | -4.6% | +31.3% | -35.9% | -6.4% |
| 6M | +5.8% | +142.8% | -136.9% | -3.4% |
| YTD | -8.5% | +125.6% | -134.1% | -16.5% |
| 1Y | -5.8% | +40.2% | -46.1% | -10.7% |
| All | -5.8% | +38.0% | -43.9% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling