+276.0%
APH vs TDG
+47.1%
+228.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.5% |
| 7D | +0.4% | +2.3% | -1.9% | -0.5% |
| 30D | -8.0% | +11.2% | -19.1% | -12.2% |
| 3M | -5.0% | +0.2% | -5.2% | -5.2% |
| 6M | +29.9% | +3.9% | +26.0% | +26.6% |
| YTD | +18.0% | -6.4% | +24.3% | +19.7% |
| 1Y | +11.3% | -3.8% | +15.1% | +11.4% |
| All | +276.0% | +47.1% | +228.9% | +199.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling