+535.6%
TDG vs ACWI
+226.5%
+309.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -8.0% | -0.6% | -7.4% | -7.3% |
| 3M | -10.5% | +4.3% | -14.7% | -15.1% |
| 6M | -11.9% | +12.7% | -24.6% | -24.1% |
| YTD | -15.4% | +13.9% | -29.3% | -28.2% |
| 1Y | -14.2% | +20.5% | -34.7% | -32.4% |
| 3Y | +51.0% | +76.5% | -25.5% | -27.9% |
| 5Y | +126.5% | +67.5% | +58.9% | +16.8% |
| 10Y | +535.6% | +231.8% | +303.7% | +44.5% |
| All | +535.6% | +226.5% | +309.0% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling