-0.4%
SLB vs TDG
+50.3%
-50.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -2.4% | -2.7% | +0.2% | -1.9% |
| 30D | +4.9% | -9.3% | +14.2% | +6.9% |
| 3M | +1.4% | -7.1% | +8.5% | +2.6% |
| 6M | +17.6% | -11.2% | +28.8% | +19.8% |
| YTD | +48.3% | -15.3% | +63.6% | +52.0% |
| 1Y | +58.7% | -12.5% | +71.1% | +60.7% |
| All | -0.4% | +50.3% | -50.8% | -11.4% |
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