-5.1%
CORZ vs TDG
-9.0%
+3.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | 0.0% |
| 7D | +26.4% | +1.2% | +25.2% | +26.0% |
| 30D | -6.8% | +8.1% | -15.0% | -9.4% |
| 3M | -31.1% | -2.6% | -28.5% | -30.5% |
| 6M | -36.9% | +1.0% | -37.9% | -37.9% |
| YTD | -1.2% | -9.5% | +8.3% | -5.5% |
| All | -5.1% | -9.0% | +3.9% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling