+27.1%
TDG vs AMIX
-99.9%
+127.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +11.8% | -10.0% | +1.8% |
| 7D | +0.4% | +1.2% | -0.8% | +0.4% |
| 30D | +10.0% | -45.3% | +55.3% | +10.0% |
| 3M | -0.5% | -83.1% | +82.5% | -0.5% |
| 6M | +0.3% | -76.9% | +77.2% | +1.1% |
| YTD | -8.3% | -85.3% | +76.9% | -7.4% |
| 1Y | -5.1% | -89.8% | +84.7% | -4.1% |
| All | +27.1% | -99.9% | +127.1% | +37.0% |
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