+8,625.3%
TDG vs BTG
+373.5%
+8,251.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | -1.9% | -3.8% | +1.9% | -1.7% |
| 30D | -7.7% | +3.6% | -11.3% | -7.9% |
| 3M | -9.3% | +32.0% | -41.3% | -10.8% |
| 6M | -9.4% | +3.4% | -12.7% | -9.9% |
| YTD | -14.3% | +20.8% | -35.0% | -15.7% |
| 1Y | -11.8% | +22.4% | -34.2% | -13.6% |
| 3Y | +52.0% | +91.7% | -39.7% | +44.2% |
| 5Y | +128.8% | +79.0% | +49.8% | +117.1% |
| 10Y | +543.8% | +152.6% | +391.3% | +490.0% |
| All | +8,625.3% | +373.5% | +8,251.7% | +7,058.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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