+7,278.2%
STX vs TDG
+13,063.4%
-5,785.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.5% | +7.9% | +7.1% |
| 7D | +10.7% | -0.9% | +11.7% | +11.1% |
| 30D | +11.3% | -6.5% | +17.8% | +14.4% |
| 3M | +3.2% | -5.1% | +8.3% | +4.6% |
| 6M | +157.0% | -11.5% | +168.5% | +167.1% |
| YTD | +229.2% | -13.9% | +243.1% | +244.1% |
| 1Y | +381.8% | -11.5% | +393.3% | +394.6% |
| 3Y | +1,383.2% | +53.7% | +1,329.5% | +1,078.5% |
| 5Y | +1,144.9% | +135.5% | +1,009.4% | +712.8% |
| 10Y | +3,676.0% | +535.2% | +3,140.9% | +1,269.6% |
| All | +7,278.2% | +13,063.4% | -5,785.1% | +547.7% |
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