+51.9%
DOW vs TDG
-5.9%
+57.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -4.0% | -2.9% |
| 7D | -4.2% | +7.1% | -11.3% | -0.9% |
| 30D | +14.7% | +11.4% | +3.3% | +21.0% |
| 3M | +9.1% | -4.6% | +13.6% | +6.6% |
| 6M | -17.7% | +5.8% | -23.5% | -14.5% |
| YTD | +44.6% | -8.5% | +53.1% | +39.7% |
| 1Y | +51.9% | -5.8% | +57.7% | +41.3% |
| All | +51.9% | -5.9% | +57.8% | +41.3% |
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