+95.2%
CNC vs TDG
+547.7%
-452.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | -0.9% | -1.9% | +0.9% | -0.4% |
| 30D | -1.0% | -7.7% | +6.7% | +1.3% |
| 3M | +4.5% | -9.3% | +13.9% | +7.1% |
| 6M | +85.2% | -9.4% | +94.6% | +88.6% |
| YTD | +61.4% | -14.3% | +75.7% | +66.8% |
| 1Y | +94.9% | -11.8% | +106.7% | +99.4% |
| 3Y | 0.0% | +52.0% | -52.0% | -16.0% |
| 5Y | +11.2% | +128.8% | -117.6% | -20.1% |
| All | +95.2% | +547.7% | -452.4% | -3.8% |
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