+5,908.0%
APH vs TDG
+13,257.8%
-7,349.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.7% |
| 7D | +5.0% | -2.0% | +7.0% | +5.9% |
| 30D | -3.9% | -7.4% | +3.5% | -0.6% |
| 3M | +13.0% | -5.4% | +18.3% | +15.1% |
| 6M | +25.2% | -11.6% | +36.8% | +31.1% |
| YTD | +22.9% | -12.6% | +35.6% | +29.1% |
| 1Y | +47.8% | -9.3% | +57.2% | +52.1% |
| 3Y | +283.0% | +49.2% | +233.8% | +209.6% |
| 5Y | +349.7% | +132.1% | +217.5% | +192.8% |
| 10Y | +1,061.2% | +544.8% | +516.4% | +316.5% |
| All | +5,908.0% | +13,257.8% | -7,349.8% | +326.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling