+13,174.6%
TDG vs KEY
+16.9%
+13,157.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -2.0% | +2.2% | -4.2% | -2.6% |
| 30D | -7.4% | -3.0% | -4.4% | -6.6% |
| 3M | -5.4% | +3.3% | -8.7% | -6.3% |
| 6M | -11.6% | +9.2% | -20.8% | -13.9% |
| YTD | -12.6% | +10.6% | -23.3% | -15.3% |
| 1Y | -9.3% | +20.4% | -29.7% | -14.4% |
| 3Y | +49.2% | +121.8% | -72.7% | +15.0% |
| 5Y | +132.1% | +41.1% | +91.0% | +96.3% |
| 10Y | +544.8% | +168.5% | +376.3% | +354.3% |
| All | +13,174.6% | +16.9% | +13,157.7% | +8,879.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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