+0.8%
NOW vs TDG
+131.7%
-130.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.4% |
| 7D | -4.1% | -2.4% | -1.7% | -2.8% |
| 30D | +2.9% | -8.0% | +10.9% | +7.3% |
| 3M | +22.6% | -10.5% | +33.0% | +28.8% |
| 6M | +7.5% | -11.9% | +19.4% | +12.8% |
| YTD | -14.4% | -15.4% | +0.9% | -8.5% |
| 1Y | -29.8% | -14.2% | -15.6% | -25.9% |
| 3Y | +9.2% | +51.0% | -41.8% | -26.7% |
| 5Y | +0.8% | +126.5% | -125.6% | -51.7% |
| All | +0.8% | +131.7% | -130.9% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling