-9.3%
BA vs TDG
-14.4%
+5.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.3% |
| 7D | -1.2% | -2.4% | +1.3% | -0.1% |
| 30D | -11.3% | -8.0% | -3.3% | -8.0% |
| 3M | -3.8% | -10.5% | +6.7% | +1.0% |
| 6M | -8.3% | -11.9% | +3.7% | -4.5% |
| YTD | -4.9% | -15.4% | +10.4% | -1.8% |
| All | -9.3% | -14.4% | +5.1% | -7.6% |
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