+124.0%
TDG vs GEN
+33.3%
+90.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.7% |
| 7D | +1.7% | +2.0% | -0.4% | +1.3% |
| 30D | +9.7% | +27.7% | -18.0% | +4.3% |
| 3M | -2.3% | +3.3% | -5.6% | -3.5% |
| 6M | +1.3% | +31.8% | -30.5% | -5.5% |
| YTD | -8.5% | +13.5% | -22.0% | -12.0% |
| 1Y | -8.1% | +16.0% | -24.2% | -12.2% |
| 3Y | +43.4% | +70.6% | -27.2% | +22.7% |
| All | +124.0% | +33.3% | +90.7% | +97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling