+4,291.1%
PWR vs TDG
+12,853.5%
-8,562.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | -0.2% | -2.7% | +2.5% | +1.1% |
| 30D | -7.7% | -9.3% | +1.5% | -3.3% |
| 3M | -4.9% | -7.1% | +2.1% | -2.1% |
| 6M | +9.7% | -11.2% | +20.9% | +14.9% |
| YTD | +46.7% | -15.3% | +61.9% | +56.5% |
| 1Y | +58.7% | -12.5% | +71.2% | +66.2% |
| 3Y | +200.7% | +51.2% | +149.5% | +136.0% |
| 5Y | +438.6% | +126.1% | +312.4% | +239.9% |
| 10Y | +2,392.1% | +536.2% | +1,855.9% | +696.0% |
| All | +4,291.1% | +12,853.5% | -8,562.4% | +135.2% |
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 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