+1,370.8%
AMAT vs TDG
+554.4%
+816.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.2% |
| 7D | -2.5% | +1.4% | -3.9% | -3.0% |
| 30D | -26.5% | +10.6% | -37.1% | -30.5% |
| 3M | -28.6% | +0.2% | -28.7% | -28.8% |
| 6M | -14.2% | +0.9% | -15.1% | -15.6% |
| YTD | +45.5% | -7.8% | +53.3% | +49.6% |
| 1Y | +59.3% | -4.9% | +64.3% | +60.9% |
| 3Y | +153.1% | +44.5% | +108.6% | +100.2% |
| 5Y | +158.2% | +117.7% | +40.4% | +62.6% |
| 10Y | +1,370.8% | +565.8% | +804.9% | +463.0% |
| All | +1,370.8% | +554.4% | +816.4% | +463.0% |
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