-44.5%
APP vs TDG
-14.3%
-30.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +0.3% | -2.7% | +3.0% | +1.1% |
| 30D | -1.3% | -9.3% | +8.0% | +1.6% |
| 3M | -36.2% | -7.1% | -29.2% | -35.1% |
| 6M | -34.1% | -11.2% | -23.0% | -31.6% |
| YTD | -53.3% | -15.3% | -38.1% | -49.7% |
| 1Y | -44.5% | -12.5% | -32.1% | -39.9% |
| All | -44.5% | -14.3% | -30.3% | -39.9% |
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