+151.4%
ADBE vs TDG
+547.7%
-396.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +0.9% |
| 7D | -5.4% | -1.9% | -3.5% | -4.7% |
| 30D | -2.5% | -7.7% | +5.2% | +0.2% |
| 3M | +15.3% | -9.3% | +24.6% | +18.9% |
| 6M | -7.8% | -9.4% | +1.5% | -5.7% |
| YTD | -27.9% | -14.3% | -13.7% | -24.9% |
| 1Y | -28.0% | -11.8% | -16.2% | -25.9% |
| 3Y | -55.3% | +52.0% | -107.3% | -63.4% |
| 5Y | -61.7% | +128.8% | -190.6% | -73.2% |
| All | +151.4% | +547.7% | -396.2% | +16.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling