+275.1%
BLK vs TDG
+547.7%
-272.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.1% |
| 7D | -3.3% | -1.9% | -1.4% | -2.5% |
| 30D | -6.5% | -7.7% | +1.2% | -3.3% |
| 3M | +6.7% | -9.3% | +16.1% | +11.0% |
| 6M | +14.7% | -9.4% | +24.1% | +18.8% |
| YTD | +2.5% | -14.3% | +16.8% | +8.5% |
| 1Y | -2.8% | -11.8% | +9.1% | +1.3% |
| 3Y | +65.9% | +52.0% | +13.9% | +33.6% |
| 5Y | +33.0% | +128.8% | -95.9% | -11.0% |
| All | +275.1% | +547.7% | -272.6% | +80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling