+296.8%
HL vs TDG
+13,008.0%
-12,711.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.8% |
| 7D | -4.4% | -1.9% | -2.5% | -3.5% |
| 30D | +9.3% | -7.7% | +17.0% | +13.4% |
| 3M | +32.0% | -9.3% | +41.3% | +37.5% |
| 6M | -6.4% | -9.4% | +2.9% | -2.7% |
| YTD | +3.1% | -14.3% | +17.4% | +9.4% |
| 1Y | +77.6% | -11.8% | +89.4% | +84.6% |
| 3Y | +392.8% | +52.0% | +340.9% | +276.8% |
| 5Y | +234.1% | +128.8% | +105.3% | +105.0% |
| 10Y | +264.5% | +543.8% | -279.4% | +9.2% |
| All | +296.8% | +13,008.0% | -12,711.2% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling