+45.0%
AAPL vs TDG
-11.6%
+56.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.6% |
| 7D | +3.8% | -1.9% | +5.7% | +4.1% |
| 30D | +9.9% | -7.7% | +17.6% | +11.3% |
| 3M | +12.5% | -9.3% | +21.8% | +14.0% |
| 6M | +27.6% | -9.4% | +37.0% | +28.7% |
| YTD | +22.6% | -14.3% | +36.8% | +24.0% |
| 1Y | +45.0% | -11.8% | +56.8% | +45.8% |
| All | +45.0% | -11.6% | +56.6% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling