+537.0%
TDG vs SPXU
-99.6%
+636.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +0.3% |
| 7D | -1.9% | +2.5% | -4.4% | -0.9% |
| 30D | -7.7% | +4.2% | -11.9% | -6.1% |
| 3M | -9.3% | -9.3% | -0.1% | -12.1% |
| 6M | -9.4% | -30.7% | +21.3% | -19.6% |
| YTD | -14.3% | -28.1% | +13.9% | -22.5% |
| 1Y | -11.8% | -35.2% | +23.4% | -23.0% |
| 3Y | +52.0% | -79.9% | +131.9% | -6.7% |
| 5Y | +128.8% | -86.4% | +215.2% | +44.9% |
| All | +537.0% | -99.6% | +636.5% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling