+21.2%
TDG vs AMIX
-99.9%
+121.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.4% |
| 7D | -2.0% | -13.7% | +11.7% | -2.0% |
| 30D | -7.4% | -62.1% | +54.7% | -7.4% |
| 3M | -5.4% | -46.2% | +40.8% | -4.5% |
| 6M | -11.6% | -46.4% | +34.8% | -10.9% |
| YTD | -12.6% | -60.3% | +47.6% | -11.8% |
| 1Y | -9.3% | -79.7% | +70.3% | -8.3% |
| All | +21.2% | -99.9% | +121.1% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling