+15,818.9%
AAPL vs TDG
+12,839.7%
+2,979.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.3% |
| 7D | -3.0% | -2.4% | -0.5% | -2.1% |
| 30D | +2.3% | -8.0% | +10.3% | +5.3% |
| 3M | +8.6% | -10.5% | +19.1% | +12.6% |
| 6M | +21.6% | -11.9% | +33.5% | +26.2% |
| YTD | +16.3% | -15.4% | +31.7% | +22.1% |
| 1Y | +35.1% | -14.2% | +49.3% | +40.7% |
| 3Y | +79.4% | +51.0% | +28.3% | +48.6% |
| 5Y | +109.8% | +126.5% | -16.6% | +48.2% |
| 10Y | +1,237.1% | +535.6% | +701.5% | +476.8% |
| All | +15,818.9% | +12,839.7% | +2,979.2% | +1,907.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling