+35.7%
APH vs TDG
-14.3%
+50.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | -2.2% | -2.7% | +0.5% | -1.5% |
| 30D | -4.0% | -9.3% | +5.2% | -1.5% |
| 3M | +7.7% | -7.1% | +14.8% | +9.0% |
| 6M | +17.8% | -11.2% | +28.9% | +20.3% |
| YTD | +19.2% | -15.3% | +34.4% | +22.1% |
| 1Y | +35.7% | -12.5% | +48.2% | +37.1% |
| All | +35.7% | -14.3% | +50.0% | +37.1% |
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 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