+10.7%
NOW vs TDG
+52.8%
-42.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.5% | -3.5% | -4.5% |
| 7D | -6.1% | -0.9% | -5.2% | -5.8% |
| 30D | +7.5% | -6.5% | +14.0% | +9.7% |
| 3M | +17.5% | -5.1% | +22.6% | +18.4% |
| 6M | +7.9% | -11.5% | +19.5% | +11.3% |
| YTD | -12.4% | -13.9% | +1.5% | -8.9% |
| 1Y | -28.6% | -11.5% | -17.1% | -26.9% |
| All | +10.7% | +52.8% | -42.0% | -13.0% |
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 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