+25.0%
HL vs TDG
-5.9%
+30.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.7% | +12.4% | +13.0% |
| 7D | +0.2% | +7.1% | -6.9% | -1.3% |
| 30D | -12.1% | +11.4% | -23.5% | -14.3% |
| 3M | -2.8% | -4.6% | +1.7% | -1.9% |
| 6M | -14.9% | +5.8% | -20.8% | -16.4% |
| YTD | -22.0% | -8.5% | -13.6% | -26.7% |
| 1Y | +25.0% | -5.8% | +30.8% | +14.0% |
| All | +25.0% | -5.9% | +30.9% | +14.0% |
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