+327.1%
NET vs TDG
+49.0%
+278.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.1% |
| 7D | -7.0% | -2.0% | -5.0% | -6.2% |
| 30D | -4.8% | -7.4% | +2.6% | -2.0% |
| 3M | +3.8% | -5.4% | +9.2% | +5.2% |
| 6M | +50.0% | -11.6% | +61.7% | +56.1% |
| YTD | +41.5% | -12.6% | +54.1% | +48.2% |
| 1Y | +32.8% | -9.3% | +42.2% | +36.2% |
| All | +327.1% | +49.0% | +278.0% | +240.7% |
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