+12,981.4%
TDG vs GEN
+426.1%
+12,555.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.3% | -0.6% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | -6.5% | +2.6% | -9.2% | -7.4% |
| 3M | -5.1% | +15.8% | -20.9% | -9.7% |
| 6M | -11.5% | +33.1% | -44.7% | -20.1% |
| YTD | -13.9% | +11.3% | -25.2% | -18.0% |
| 1Y | -11.5% | +1.7% | -13.1% | -13.4% |
| 3Y | +53.7% | +58.1% | -4.5% | +27.4% |
| 5Y | +135.5% | +20.6% | +114.9% | +107.8% |
| 10Y | +535.2% | +149.0% | +386.2% | +297.5% |
| All | +12,981.4% | +426.1% | +12,555.4% | +5,239.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling