+48.1%
SLB vs TDG
+13,257.8%
-13,209.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +0.8% | -2.0% | +2.9% | +1.9% |
| 30D | +15.8% | -7.4% | +23.2% | +20.3% |
| 3M | -0.3% | -5.4% | +5.0% | +1.6% |
| 6M | +21.3% | -11.6% | +33.0% | +27.0% |
| YTD | +52.3% | -12.6% | +64.9% | +59.2% |
| 1Y | +63.6% | -9.3% | +73.0% | +67.0% |
| 3Y | +3.8% | +49.2% | -45.4% | -21.7% |
| 5Y | +128.6% | +132.1% | -3.5% | +32.0% |
| 10Y | -3.1% | +544.8% | -547.9% | -67.8% |
| All | +48.1% | +13,257.8% | -13,209.7% | -89.0% |
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 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