+19.5%
TDG vs AMIX
-99.9%
+119.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.5% |
| 7D | -0.9% | -3.4% | +2.5% | -0.9% |
| 30D | -6.5% | -54.4% | +47.8% | -6.5% |
| 3M | -5.1% | -45.7% | +40.7% | -4.2% |
| 6M | -11.5% | -49.2% | +37.6% | -10.8% |
| YTD | -13.9% | -60.3% | +46.5% | -13.1% |
| 1Y | -11.5% | -81.4% | +69.9% | -10.4% |
| All | +19.5% | -99.9% | +119.3% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling