+352.8%
APH vs TDG
+132.8%
+220.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.5% |
| 7D | +0.2% | -0.9% | +1.1% | +0.7% |
| 30D | -3.3% | -6.5% | +3.2% | -0.2% |
| 3M | +14.0% | -5.1% | +19.1% | +16.2% |
| 6M | +24.4% | -11.5% | +36.0% | +30.7% |
| YTD | +21.4% | -13.9% | +35.3% | +28.7% |
| 1Y | +48.9% | -11.5% | +60.4% | +54.9% |
| 3Y | +290.1% | +53.7% | +236.5% | +195.5% |
| 5Y | +352.8% | +135.5% | +217.3% | +160.3% |
| All | +352.8% | +132.8% | +220.1% | +160.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling