+125.7%
TT vs AMC
-99.3%
+225.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.5% | +8.1% | -3.9% |
| 7D | -9.0% | 0.0% | -9.0% | -9.0% |
| 30D | -17.6% | +4.4% | -22.0% | -17.8% |
| 3M | -18.7% | +15.4% | -34.0% | -19.3% |
| 6M | -17.4% | +93.7% | -111.1% | -20.4% |
| YTD | +1.5% | +97.4% | -95.9% | -2.6% |
| 1Y | -9.4% | +23.2% | -32.6% | -11.4% |
| 3Y | +85.1% | -71.3% | +156.3% | +88.7% |
| 5Y | +125.7% | -99.3% | +225.0% | +160.7% |
| All | +125.7% | -99.3% | +225.0% | +160.7% |
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