+1,345.2%
TDG vs AMC
-97.6%
+1,442.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | +1.7% | +3.5% | -1.8% | +1.6% |
| 30D | +9.7% | +12.5% | -2.8% | +9.2% |
| 3M | -2.3% | +23.6% | -25.9% | -3.2% |
| 6M | +1.3% | +144.4% | -143.0% | -2.6% |
| YTD | -8.5% | +108.3% | -116.8% | -11.7% |
| 1Y | -8.1% | +38.9% | -47.0% | -10.2% |
| 3Y | +43.4% | -58.9% | +102.3% | +42.9% |
| 5Y | +127.8% | -99.2% | +227.0% | +148.2% |
| 10Y | +554.4% | -98.8% | +653.2% | +475.8% |
| All | +1,345.2% | -97.6% | +1,442.8% | +988.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling