-14.2%
TDG vs AMIX
-81.1%
+66.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -2.4% | +1.6% | -4.0% | -2.4% |
| 30D | -8.0% | -50.8% | +42.8% | -8.0% |
| 3M | -10.5% | -46.3% | +35.8% | -7.4% |
| 6M | -11.9% | -49.9% | +37.9% | -9.1% |
| YTD | -15.4% | -60.4% | +45.1% | -12.8% |
| 1Y | -14.2% | -81.7% | +67.5% | -10.1% |
| All | -14.2% | -81.1% | +66.9% | -10.1% |
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