+195.8%
TDG vs OPEN
-71.4%
+267.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.1% | -1.3% |
| 7D | -0.9% | +1.0% | -1.9% | -1.0% |
| 30D | -6.5% | -11.9% | +5.4% | -6.0% |
| 3M | -5.1% | -28.8% | +23.7% | -3.7% |
| 6M | -11.5% | -38.6% | +27.1% | -9.9% |
| YTD | -13.9% | -47.3% | +33.5% | -11.9% |
| 1Y | -11.5% | -49.2% | +37.7% | -11.1% |
| 3Y | +53.7% | -18.8% | +72.4% | +40.2% |
| 5Y | +135.5% | -83.6% | +219.1% | +115.8% |
| All | +195.8% | -71.4% | +267.3% | +142.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling