+135.5%
TDG vs MOS
-7.1%
+142.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -1.9% |
| 7D | -0.9% | +7.1% | -8.0% | -2.0% |
| 30D | -6.5% | +15.0% | -21.6% | -8.6% |
| 3M | -5.1% | +24.1% | -29.2% | -8.6% |
| 6M | -11.5% | +2.7% | -14.3% | -12.8% |
| YTD | -13.9% | +12.2% | -26.1% | -16.8% |
| 1Y | -11.5% | -16.3% | +4.8% | -10.2% |
| 3Y | +53.7% | -23.3% | +76.9% | +55.4% |
| 5Y | +135.5% | -4.2% | +139.7% | +109.6% |
| All | +135.5% | -7.1% | +142.6% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MOS 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling