+537.0%
TDG vs BN
+265.2%
+271.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +0.9% |
| 7D | -1.9% | -5.2% | +3.3% | +1.3% |
| 30D | -7.7% | -14.5% | +6.8% | +1.2% |
| 3M | -9.3% | -15.0% | +5.7% | -0.4% |
| 6M | -9.4% | -5.4% | -4.0% | -7.0% |
| YTD | -14.3% | -16.4% | +2.2% | -5.9% |
| 1Y | -11.8% | -16.2% | +4.4% | -4.1% |
| 3Y | +52.0% | +67.5% | -15.6% | -0.8% |
| 5Y | +128.8% | +34.1% | +94.7% | +69.1% |
| All | +537.0% | +265.2% | +271.8% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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