+13,174.6%
TDG vs NDAQ
+737.2%
+12,437.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.2% | +1.1% |
| 7D | -2.0% | -2.4% | +0.4% | -1.1% |
| 30D | -7.4% | +2.5% | -9.8% | -8.3% |
| 3M | -5.4% | +9.9% | -15.3% | -9.2% |
| 6M | -11.6% | +9.4% | -21.1% | -15.4% |
| YTD | -12.6% | +0.4% | -13.0% | -13.7% |
| 1Y | -9.3% | +4.0% | -13.4% | -11.8% |
| 3Y | +49.2% | +94.4% | -45.2% | +13.5% |
| 5Y | +132.1% | +56.7% | +75.4% | +89.9% |
| 10Y | +544.8% | +375.3% | +169.5% | +253.1% |
| All | +13,174.6% | +737.2% | +12,437.4% | +4,331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling