+12,981.4%
TDG vs BB
-71.7%
+13,053.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.7% |
| 7D | -0.9% | +0.5% | -1.4% | -1.0% |
| 30D | -6.5% | -12.4% | +5.8% | -5.1% |
| 3M | -5.1% | -15.3% | +10.2% | -4.1% |
| 6M | -11.5% | +128.8% | -140.3% | -22.7% |
| YTD | -13.9% | +107.7% | -121.5% | -23.8% |
| 1Y | -11.5% | +103.9% | -115.3% | -21.9% |
| 3Y | +53.7% | +72.6% | -18.9% | +32.3% |
| 5Y | +135.5% | -24.3% | +159.8% | +120.7% |
| 10Y | +535.2% | +3.1% | +532.0% | +376.7% |
| All | +12,981.4% | -71.7% | +13,053.2% | +11,531.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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