+791.9%
CDE vs TDG
+52.1%
+739.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.8% |
| 7D | -3.1% | -1.9% | -1.2% | -2.5% |
| 30D | +9.5% | -7.7% | +17.2% | +12.4% |
| 3M | +25.5% | -9.3% | +34.8% | +29.3% |
| 6M | -7.9% | -9.4% | +1.5% | -5.2% |
| YTD | +15.6% | -14.3% | +29.8% | +19.9% |
| 1Y | +34.0% | -11.8% | +45.9% | +37.2% |
| 3Y | +791.9% | +52.0% | +739.9% | +649.1% |
| All | +791.9% | +52.1% | +739.8% | +649.1% |
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