+56.1%
CDE vs TDG
+547.7%
-491.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.7% |
| 7D | -3.1% | -1.9% | -1.2% | -2.4% |
| 30D | +9.5% | -7.7% | +17.2% | +12.9% |
| 3M | +25.5% | -9.3% | +34.8% | +29.9% |
| 6M | -7.9% | -9.4% | +1.5% | -4.5% |
| YTD | +15.6% | -14.3% | +29.8% | +21.9% |
| 1Y | +34.0% | -11.8% | +45.9% | +39.2% |
| 3Y | +791.9% | +52.0% | +739.9% | +617.8% |
| 5Y | +197.7% | +128.8% | +68.9% | +99.8% |
| All | +56.1% | +547.7% | -491.6% | -25.0% |
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 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