-5.8%
TDG vs AMIX
-92.3%
+86.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +0.7% |
| 7D | +7.1% | -25.1% | +32.2% | +7.0% |
| 30D | +11.4% | -54.5% | +65.9% | +11.3% |
| 3M | -4.6% | -91.7% | +87.2% | -4.8% |
| 6M | +5.8% | -79.4% | +85.3% | +9.0% |
| YTD | -8.5% | -86.1% | +77.6% | -6.0% |
| 1Y | -5.8% | -91.6% | +85.8% | -3.4% |
| All | -5.8% | -92.3% | +86.5% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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