-9.3%
TDG vs EQX
+42.9%
-52.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.7% | +0.5% |
| 7D | -2.0% | -1.4% | -0.6% | -2.0% |
| 30D | -7.4% | +24.4% | -31.8% | -8.2% |
| 3M | -5.4% | +11.6% | -17.0% | -6.0% |
| 6M | -11.6% | -25.0% | +13.4% | -12.5% |
| YTD | -12.6% | -8.4% | -4.2% | -11.7% |
| 1Y | -9.3% | +43.4% | -52.7% | -5.6% |
| All | -9.3% | +42.9% | -52.3% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 1y: compounded portfolio wealth divided by compounded EQX 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…
1y analysis · Full analysis span regression · 6 months rolling