+55.3%
BE vs TDG
-5.9%
+61.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.7% | -7.1% | -6.7% |
| 7D | -12.1% | +7.1% | -19.2% | -15.5% |
| 30D | -30.1% | +11.4% | -41.5% | -34.1% |
| 3M | -12.1% | -4.6% | -7.6% | -9.9% |
| 6M | -30.6% | +5.8% | -36.4% | -33.4% |
| YTD | +130.6% | -8.5% | +139.1% | +103.6% |
| 1Y | +55.3% | -5.8% | +61.1% | +41.5% |
| All | +55.3% | -5.9% | +61.1% | +41.5% |
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 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