+146.0%
TT vs AMC
-99.4%
+245.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | +0.4% |
| 7D | -0.2% | +2.3% | -2.6% | -0.3% |
| 30D | -7.4% | -0.7% | -6.6% | -7.4% |
| 3M | -3.2% | +35.2% | -38.4% | -5.0% |
| 6M | +1.1% | +124.6% | -123.5% | -3.4% |
| YTD | +15.6% | +69.9% | -54.3% | +11.7% |
| 1Y | +9.2% | -2.6% | +11.7% | +7.8% |
| 3Y | +124.4% | -79.8% | +204.1% | +130.8% |
| All | +146.0% | -99.4% | +245.5% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling