+555.9%
TDG vs CSGP
+72.5%
+483.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.4% | +1.0% |
| 7D | +0.4% | -1.8% | +2.3% | +1.0% |
| 30D | +10.0% | +5.3% | +4.7% | +6.7% |
| 3M | -0.5% | +3.3% | -3.8% | -3.7% |
| 6M | +0.3% | -4.7% | +5.0% | -1.0% |
| YTD | -8.3% | -53.5% | +45.2% | +20.0% |
| 1Y | -5.1% | -53.7% | +48.6% | +24.0% |
| 3Y | +46.5% | -59.7% | +106.3% | +94.4% |
| 5Y | +114.1% | -62.5% | +176.6% | +183.8% |
| 10Y | +555.9% | +67.3% | +488.7% | +401.9% |
| All | +555.9% | +72.5% | +483.4% | +401.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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