+569.3%
TDG vs AMC
-98.7%
+668.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.6% |
| 7D | +2.3% | -2.8% | +5.2% | +2.4% |
| 30D | +11.2% | +14.0% | -2.8% | +10.6% |
| 3M | +0.2% | +42.5% | -42.3% | -1.1% |
| 6M | +3.9% | +142.6% | -138.7% | +0.2% |
| YTD | -6.4% | +119.2% | -125.6% | -9.6% |
| 1Y | -3.8% | +40.7% | -44.5% | -5.9% |
| 3Y | +46.8% | -57.3% | +104.1% | +46.1% |
| 5Y | +128.3% | -99.1% | +227.4% | +146.6% |
| 10Y | +569.3% | -98.7% | +668.0% | +416.4% |
| All | +569.3% | -98.7% | +668.0% | +416.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling