+260.8%
GE vs TDG
+52.1%
+208.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.9% |
| 7D | -4.0% | -1.9% | -2.1% | -2.8% |
| 30D | -11.4% | -7.7% | -3.7% | -6.7% |
| 3M | -2.6% | -9.3% | +6.7% | +3.5% |
| 6M | -0.3% | -9.4% | +9.0% | +6.0% |
| YTD | +5.4% | -14.3% | +19.6% | +14.9% |
| 1Y | +15.5% | -11.8% | +27.4% | +23.3% |
| 3Y | +260.8% | +52.0% | +208.8% | +201.4% |
| All | +260.8% | +52.1% | +208.7% | +201.4% |
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