+419.1%
TTMI vs AMIX
-100.0%
+519.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -2.9% |
| 7D | +11.4% | -9.9% | +21.3% | +11.5% |
| 30D | -28.3% | -52.8% | +24.5% | -27.2% |
| 3M | -46.7% | -80.0% | +33.4% | -45.0% |
| 6M | -56.1% | -80.2% | +24.1% | -57.1% |
| YTD | +7.4% | -88.1% | +95.5% | +5.9% |
| 1Y | +17.4% | -91.1% | +108.5% | +16.0% |
| All | +419.1% | -100.0% | +519.1% | +434.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling