+1,279.6%
TDG vs AMC
-98.1%
+1,377.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -4.0% | +0.2% |
| 7D | -2.0% | +2.3% | -4.3% | -2.1% |
| 30D | -7.4% | -0.7% | -6.6% | -7.4% |
| 3M | -5.4% | +35.2% | -40.6% | -6.8% |
| 6M | -11.6% | +124.6% | -136.2% | -14.8% |
| YTD | -12.6% | +69.9% | -82.5% | -15.0% |
| 1Y | -9.3% | -2.6% | -6.8% | -10.3% |
| 3Y | +49.2% | -79.8% | +128.9% | +51.7% |
| 5Y | +132.1% | -99.4% | +231.5% | +155.5% |
| 10Y | +544.8% | -98.9% | +643.7% | +457.2% |
| All | +1,279.6% | -98.1% | +1,377.7% | +947.3% |
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