+640.8%
APP vs TDG
+50.9%
+589.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -1.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.7% |
| 30D | -10.0% | -6.5% | -3.5% | -6.4% |
| 3M | -44.6% | -5.1% | -39.6% | -43.5% |
| 6M | -37.9% | -11.5% | -26.3% | -33.9% |
| YTD | -53.7% | -13.9% | -39.8% | -49.8% |
| 1Y | -43.0% | -11.5% | -31.5% | -39.9% |
| 3Y | +640.8% | +53.7% | +587.1% | +434.9% |
| All | +640.8% | +50.9% | +589.8% | +434.9% |
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 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