+360.5%
BE vs TDG
-9.4%
+369.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +7.0% | +7.2% |
| 7D | +20.0% | -2.0% | +22.0% | +21.1% |
| 30D | +7.9% | -7.4% | +15.3% | +11.9% |
| 3M | -13.2% | -5.4% | -7.8% | -10.9% |
| 6M | +53.5% | -11.6% | +65.1% | +58.6% |
| YTD | +191.0% | -12.6% | +203.6% | +188.0% |
| 1Y | +360.5% | -9.3% | +369.9% | +362.1% |
| All | +360.5% | -9.4% | +369.9% | +362.1% |
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