+61.6%
TT vs AMIX
-100.0%
+161.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -2.0% | -16.0% | +14.0% | -2.0% |
| 30D | -14.0% | -55.4% | +41.4% | -13.8% |
| 3M | -15.9% | -87.5% | +71.6% | -15.3% |
| 6M | -17.3% | -81.2% | +63.9% | -17.6% |
| YTD | +4.0% | -86.8% | +90.8% | +3.7% |
| 1Y | -7.1% | -91.6% | +84.5% | -7.2% |
| All | +61.6% | -100.0% | +161.5% | +87.3% |
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