+537.0%
TDG vs GEN
+159.8%
+377.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.0% |
| 7D | -1.9% | -1.3% | -0.6% | -1.6% |
| 30D | -7.7% | +6.1% | -13.8% | -9.0% |
| 3M | -9.3% | +27.0% | -36.3% | -14.4% |
| 6M | -9.4% | +43.9% | -53.2% | -17.5% |
| YTD | -14.3% | +13.0% | -27.2% | -17.5% |
| 1Y | -11.8% | +4.0% | -15.9% | -13.6% |
| 3Y | +52.0% | +66.2% | -14.2% | +31.0% |
| 5Y | +128.8% | +23.2% | +105.7% | +108.4% |
| All | +537.0% | +159.8% | +377.1% | +351.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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