+1.4%
AVGO vs TDG
-11.6%
+13.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +1.1% | -1.9% | +3.0% | +1.3% |
| 30D | -13.0% | -7.7% | -5.3% | -12.4% |
| 3M | -6.0% | -9.3% | +3.4% | -5.0% |
| 6M | +6.4% | -9.4% | +15.7% | +6.6% |
| YTD | +5.0% | -14.3% | +19.2% | +7.1% |
| 1Y | +1.4% | -11.8% | +13.2% | +2.0% |
| All | +1.4% | -11.6% | +13.0% | +2.0% |
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