+6,034.5%
FIX vs TDG
+529.3%
+5,505.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.2% |
| 7D | +3.5% | -2.4% | +6.0% | +4.8% |
| 30D | -3.5% | -8.0% | +4.5% | +0.4% |
| 3M | -11.8% | -10.5% | -1.3% | -7.2% |
| 6M | +17.8% | -11.9% | +29.7% | +24.4% |
| YTD | +73.3% | -15.4% | +88.7% | +86.0% |
| 1Y | +128.1% | -14.2% | +142.3% | +142.8% |
| 3Y | +772.7% | +51.0% | +721.6% | +612.5% |
| 5Y | +2,166.4% | +126.5% | +2,040.0% | +1,423.9% |
| 10Y | +6,034.5% | +535.6% | +5,498.9% | +3,021.3% |
| All | +6,034.5% | +529.3% | +5,505.2% | +3,021.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling