+12,772.9%
TDG vs AGI
+398.9%
+12,374.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.2% |
| 7D | -2.7% | -5.3% | +2.6% | -2.5% |
| 30D | -9.3% | +6.8% | -16.0% | -9.6% |
| 3M | -7.1% | +8.3% | -15.4% | -7.5% |
| 6M | -11.2% | -29.2% | +18.1% | -10.1% |
| YTD | -15.3% | -7.3% | -8.0% | -15.3% |
| 1Y | -12.5% | +8.0% | -20.5% | -13.2% |
| 3Y | +51.2% | +206.6% | -155.4% | +43.1% |
| 5Y | +126.1% | +398.1% | -272.0% | +109.5% |
| 10Y | +536.2% | +384.0% | +152.3% | +479.1% |
| All | +12,772.9% | +398.9% | +12,374.0% | +10,890.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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