+127.8%
AAPL vs TDG
+126.1%
+1.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.3% |
| 7D | +3.8% | -1.9% | +5.7% | +4.6% |
| 30D | +9.9% | -7.7% | +17.6% | +13.3% |
| 3M | +12.5% | -9.3% | +21.8% | +16.4% |
| 6M | +27.6% | -9.4% | +37.0% | +31.4% |
| YTD | +22.6% | -14.3% | +36.8% | +28.4% |
| 1Y | +45.0% | -11.8% | +56.8% | +49.5% |
| 3Y | +87.8% | +52.0% | +35.8% | +41.8% |
| All | +127.8% | +126.1% | +1.7% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling