+2,334.0%
TDG vs INDA
+107.4%
+2,226.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.7% |
| 7D | -2.7% | -3.6% | +1.0% | -0.7% |
| 30D | -9.3% | -4.0% | -5.3% | -7.3% |
| 3M | -7.1% | +1.7% | -8.8% | -7.9% |
| 6M | -11.2% | -3.6% | -7.5% | -9.3% |
| YTD | -15.3% | -11.0% | -4.3% | -9.8% |
| 1Y | -12.5% | -9.5% | -3.0% | -7.9% |
| 3Y | +51.2% | +7.6% | +43.6% | +43.6% |
| 5Y | +126.1% | +4.8% | +121.4% | +118.7% |
| 10Y | +536.2% | +82.3% | +454.0% | +366.6% |
| All | +2,334.0% | +107.4% | +2,226.6% | +1,553.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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