+977.1%
BE vs TDG
+317.6%
+659.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -1.5% |
| 7D | +23.9% | -2.4% | +26.4% | +26.3% |
| 30D | +27.8% | -8.0% | +35.8% | +36.1% |
| 3M | +3.7% | -10.5% | +14.2% | +12.3% |
| 6M | +78.0% | -11.9% | +89.9% | +94.7% |
| YTD | +209.9% | -15.4% | +225.3% | +245.6% |
| 1Y | +389.6% | -14.2% | +403.8% | +437.9% |
| 3Y | +1,730.6% | +51.0% | +1,679.5% | +1,110.6% |
| 5Y | +1,227.8% | +126.5% | +1,101.4% | +540.8% |
| All | +977.1% | +317.6% | +659.6% | +206.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling