-81.9%
TTD vs AMIX
-100.0%
+18.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.2% | -16.0% | +21.2% | +5.5% |
| 30D | +6.9% | -55.4% | +62.4% | +8.2% |
| 3M | -26.8% | -87.5% | +60.7% | -24.6% |
| 6M | -46.1% | -81.2% | +35.1% | -47.0% |
| YTD | -65.9% | -86.8% | +20.9% | -66.4% |
| 1Y | -71.8% | -91.6% | +19.8% | -72.2% |
| All | -81.9% | -100.0% | +18.0% | -84.4% |
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