+34.0%
CDE vs TMF
-26.8%
+60.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.1% | +1.2% |
| 7D | -3.1% | -5.1% | +2.0% | -0.8% |
| 30D | +9.5% | -4.6% | +14.1% | +11.7% |
| 3M | +25.5% | -16.6% | +42.1% | +33.9% |
| 6M | -7.9% | -19.9% | +12.0% | -1.5% |
| YTD | +15.6% | -20.2% | +35.7% | +24.6% |
| 1Y | +34.0% | -27.7% | +61.8% | +45.8% |
| All | +34.0% | -26.8% | +60.9% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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