+1,145.9%
DELL vs TDG
+126.1%
+1,019.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +11.4% |
| 7D | +8.2% | -1.9% | +10.1% | +9.2% |
| 30D | +17.1% | -7.7% | +24.8% | +21.7% |
| 3M | +45.2% | -9.3% | +54.5% | +50.8% |
| 6M | +286.8% | -9.4% | +296.2% | +297.4% |
| YTD | +354.8% | -14.3% | +369.0% | +378.6% |
| 1Y | +358.3% | -11.8% | +370.1% | +372.4% |
| 3Y | +724.9% | +52.0% | +672.9% | +501.9% |
| All | +1,145.9% | +126.1% | +1,019.9% | +605.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling