+300.6%
APH vs TDG
+121.4%
+179.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.6% |
| 7D | +0.4% | +2.3% | -1.9% | -0.6% |
| 30D | -8.0% | +11.2% | -19.1% | -12.7% |
| 3M | -5.0% | +0.2% | -5.2% | -5.2% |
| 6M | +29.9% | +3.9% | +26.0% | +26.4% |
| YTD | +18.0% | -6.4% | +24.3% | +20.0% |
| 1Y | +11.3% | -3.8% | +15.1% | +11.6% |
| 3Y | +274.9% | +46.8% | +228.2% | +192.5% |
| 5Y | +300.6% | +128.3% | +172.3% | +134.5% |
| All | +300.6% | +121.4% | +179.2% | +134.5% |
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