+64.8%
EFA vs TDG
+52.1%
+12.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.7% |
| 7D | -1.5% | -1.9% | +0.3% | -1.1% |
| 30D | -1.7% | -7.7% | +6.0% | +0.1% |
| 3M | +3.5% | -9.3% | +12.8% | +5.6% |
| 6M | +9.5% | -9.4% | +18.9% | +11.4% |
| YTD | +12.9% | -14.3% | +27.1% | +15.8% |
| 1Y | +18.2% | -11.8% | +30.0% | +20.3% |
| 3Y | +64.8% | +52.0% | +12.9% | +42.2% |
| All | +64.8% | +52.1% | +12.7% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling