-5.8%
TDG vs OPEN
-72.7%
+66.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +13.8% | -13.1% | 0.0% |
| 7D | +7.1% | +3.7% | +3.4% | +6.8% |
| 30D | +11.4% | -14.3% | +25.7% | +11.9% |
| 3M | -4.6% | -51.9% | +47.4% | -1.8% |
| 6M | +5.8% | -61.4% | +67.2% | +9.5% |
| YTD | -8.5% | -66.0% | +57.5% | -5.1% |
| 1Y | -5.8% | -71.4% | +65.6% | -1.9% |
| All | -5.8% | -72.7% | +66.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling