+74.9%
CB vs TDG
+43.8%
+31.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | +2.9% | +1.7% | +1.2% | +2.7% |
| 30D | +7.3% | +9.7% | -2.4% | +6.1% |
| 3M | +9.4% | -2.3% | +11.7% | +9.6% |
| 6M | +19.6% | +1.3% | +18.3% | +19.0% |
| YTD | +21.5% | -8.5% | +29.9% | +22.1% |
| 1Y | +28.0% | -8.1% | +36.1% | +28.5% |
| 3Y | +74.9% | +43.4% | +31.5% | +57.4% |
| All | +74.9% | +43.8% | +31.0% | +57.4% |
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