+360.4%
DIS vs TDG
+13,257.8%
-12,897.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.9% |
| 7D | -2.6% | -2.0% | -0.6% | -1.8% |
| 30D | +3.5% | -7.4% | +10.9% | +6.7% |
| 3M | +6.8% | -5.4% | +12.2% | +8.9% |
| 6M | +3.0% | -11.6% | +14.6% | +7.7% |
| YTD | -6.7% | -12.6% | +5.9% | -2.5% |
| 1Y | -10.1% | -9.3% | -0.7% | -7.7% |
| 3Y | +33.0% | +49.2% | -16.1% | +8.2% |
| 5Y | -40.0% | +132.1% | -172.1% | -59.8% |
| 10Y | +21.1% | +544.8% | -523.8% | -50.2% |
| All | +360.4% | +13,257.8% | -12,897.3% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling