+8,472.3%
TDG vs ACWI
+356.8%
+8,115.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.0% | +0.5% | -2.5% | -2.5% |
| 30D | -7.4% | +0.9% | -8.3% | -8.2% |
| 3M | -5.4% | +2.4% | -7.8% | -7.8% |
| 6M | -11.6% | +12.4% | -24.0% | -21.4% |
| YTD | -12.6% | +15.2% | -27.8% | -24.2% |
| 1Y | -9.3% | +22.7% | -32.1% | -26.4% |
| 3Y | +49.2% | +75.8% | -26.6% | -15.6% |
| 5Y | +132.1% | +67.7% | +64.4% | +39.2% |
| 10Y | +544.8% | +229.0% | +315.8% | +119.7% |
| All | +8,472.3% | +356.8% | +8,115.5% | +2,140.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling