-7.3%
DIS vs TDG
-14.3%
+7.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -1.3% | -2.7% | +1.4% | -0.6% |
| 30D | +2.2% | -9.3% | +11.5% | +4.8% |
| 3M | +8.1% | -7.1% | +15.2% | +10.1% |
| 6M | +5.2% | -11.2% | +16.4% | +7.1% |
| YTD | -6.3% | -15.3% | +9.0% | -4.6% |
| 1Y | -7.3% | -12.5% | +5.2% | -6.3% |
| All | -7.3% | -14.3% | +7.0% | -6.3% |
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