+73.8%
NFLX vs TDG
+52.1%
+21.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.5% |
| 7D | -1.1% | -1.9% | +0.8% | -0.6% |
| 30D | +4.3% | -7.7% | +12.0% | +6.5% |
| 3M | -4.8% | -9.3% | +4.6% | -2.5% |
| 6M | -18.4% | -9.4% | -9.1% | -16.8% |
| YTD | -17.4% | -14.3% | -3.2% | -14.4% |
| 1Y | -35.7% | -11.8% | -23.9% | -34.1% |
| 3Y | +73.8% | +52.0% | +21.8% | +55.2% |
| All | +73.8% | +52.1% | +21.7% | +55.2% |
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