+12,772.9%
TDG vs MDY
+510.1%
+12,262.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.0% |
| 7D | -2.7% | -2.5% | -0.2% | -0.4% |
| 30D | -9.3% | -5.0% | -4.2% | -4.8% |
| 3M | -7.1% | +0.5% | -7.5% | -7.5% |
| 6M | -11.2% | +8.0% | -19.2% | -17.3% |
| YTD | -15.3% | +12.2% | -27.4% | -24.0% |
| 1Y | -12.5% | +14.0% | -26.5% | -22.9% |
| 3Y | +51.2% | +48.2% | +3.0% | +2.2% |
| 5Y | +126.1% | +46.1% | +80.1% | +55.7% |
| 10Y | +536.2% | +173.8% | +362.5% | +161.5% |
| All | +12,772.9% | +510.1% | +12,262.8% | +2,543.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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