+551.1%
SO vs TDG
+13,063.4%
-12,512.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | -3.2% | -6.5% | +3.3% | -2.1% |
| 3M | -1.7% | -5.1% | +3.4% | -1.0% |
| 6M | -7.2% | -11.5% | +4.3% | -5.7% |
| YTD | +4.6% | -13.9% | +18.5% | +6.6% |
| 1Y | +1.2% | -11.5% | +12.7% | +2.5% |
| 3Y | +45.3% | +53.7% | -8.4% | +32.3% |
| 5Y | +58.7% | +135.5% | -76.8% | +32.4% |
| 10Y | +155.9% | +535.2% | -379.3% | +76.2% |
| All | +551.1% | +13,063.4% | -12,512.2% | +164.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling