+1,726.2%
BE vs TDG
+52.1%
+1,674.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.2% | +5.5% | +6.0% |
| 7D | +9.0% | -1.9% | +10.9% | +10.2% |
| 30D | +16.3% | -7.7% | +24.0% | +21.5% |
| 3M | +10.8% | -9.3% | +20.1% | +16.5% |
| 6M | +73.2% | -9.4% | +82.6% | +82.3% |
| YTD | +217.4% | -14.3% | +231.6% | +239.0% |
| 1Y | +309.8% | -11.8% | +321.6% | +330.3% |
| 3Y | +1,726.2% | +52.0% | +1,674.2% | +981.0% |
| All | +1,726.2% | +52.1% | +1,674.0% | +981.0% |
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