+126.1%
TDG vs NDAQ
+48.4%
+77.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +1.1% |
| 7D | -2.7% | -6.8% | +4.1% | +0.3% |
| 30D | -9.3% | -3.2% | -6.1% | -8.1% |
| 3M | -7.1% | +6.5% | -13.5% | -10.2% |
| 6M | -11.2% | +5.7% | -16.9% | -14.3% |
| YTD | -15.3% | -4.6% | -10.6% | -14.2% |
| 1Y | -12.5% | -1.6% | -10.9% | -12.9% |
| 3Y | +51.2% | +86.4% | -35.2% | +7.2% |
| 5Y | +126.1% | +50.3% | +75.8% | +74.0% |
| All | +126.1% | +48.4% | +77.8% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling