-0.3%
BA vs TDG
+132.8%
-133.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | +0.2% |
| 7D | +2.5% | -0.9% | +3.4% | +3.0% |
| 30D | -10.1% | -6.5% | -3.6% | -6.3% |
| 3M | -2.4% | -5.1% | +2.7% | +0.5% |
| 6M | -8.8% | -11.5% | +2.7% | -2.2% |
| YTD | -2.9% | -13.9% | +10.9% | +4.9% |
| 1Y | -8.8% | -11.5% | +2.7% | -3.6% |
| 3Y | -0.3% | +53.7% | -53.9% | -34.1% |
| 5Y | -0.3% | +135.5% | -135.8% | -55.5% |
| All | -0.3% | +132.8% | -133.1% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling