+50.2%
TDG vs OPEN
-27.1%
+77.3%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.8% | +0.3% |
| 7D | -2.7% | -10.5% | +7.9% | -2.4% |
| 30D | -9.3% | -21.8% | +12.5% | -8.8% |
| 3M | -7.1% | -37.5% | +30.4% | -6.1% |
| 6M | -11.2% | -44.1% | +33.0% | -10.2% |
| YTD | -15.3% | -52.0% | +36.7% | -14.2% |
| 1Y | -12.5% | -52.2% | +39.8% | -12.0% |
| All | +50.2% | -27.1% | +77.3% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling