-8.5%
BX vs TDG
-5.9%
-2.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.5% | +5.9% |
| 7D | +8.3% | +7.1% | +1.2% | +4.5% |
| 30D | +13.5% | +11.4% | +2.2% | +7.4% |
| 3M | -7.6% | -4.6% | -3.0% | -5.9% |
| 6M | +4.0% | +5.8% | -1.8% | +0.5% |
| YTD | -15.2% | -8.5% | -6.7% | -10.9% |
| 1Y | -8.5% | -5.8% | -2.7% | -4.2% |
| All | -8.5% | -5.9% | -2.6% | -4.2% |
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