-0.3%
BA vs TDG
+50.9%
-51.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.1% |
| 7D | +2.5% | -0.9% | +3.4% | +2.9% |
| 30D | -10.1% | -6.5% | -3.6% | -7.5% |
| 3M | -2.4% | -5.1% | +2.7% | -0.2% |
| 6M | -8.8% | -11.5% | +2.7% | -4.4% |
| YTD | -2.9% | -13.9% | +10.9% | +2.1% |
| 1Y | -8.8% | -11.5% | +2.7% | -5.3% |
| 3Y | -0.3% | +53.7% | -53.9% | -15.2% |
| All | -0.3% | +50.9% | -51.2% | -15.2% |
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