-10.7%
BA vs TDG
-2.7%
-8.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.1% |
| 7D | -1.4% | +2.3% | -3.7% | -2.4% |
| 30D | -7.9% | +11.2% | -19.1% | -12.4% |
| 3M | -25.2% | +0.2% | -25.4% | -25.4% |
| 6M | -26.7% | +3.9% | -30.6% | -27.8% |
| YTD | -19.6% | -6.4% | -13.2% | -21.7% |
| All | -10.7% | -2.7% | -8.1% | -13.9% |
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