+63.6%
SLB vs TDG
-9.4%
+73.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | +0.8% | -2.0% | +2.9% | +0.8% |
| 30D | +15.8% | -7.4% | +23.2% | +15.8% |
| 3M | -0.3% | -5.4% | +5.0% | -0.4% |
| 6M | +21.3% | -11.6% | +33.0% | +21.5% |
| YTD | +52.3% | -12.6% | +64.9% | +50.0% |
| 1Y | +63.6% | -9.3% | +73.0% | +60.3% |
| All | +63.6% | -9.4% | +73.0% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling