+12,926.4%
TDG vs SU
+205.7%
+12,720.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -1.9% | +2.2% | -4.1% | -2.6% |
| 30D | -7.7% | +8.4% | -16.1% | -10.1% |
| 3M | -9.3% | +12.1% | -21.4% | -13.1% |
| 6M | -9.4% | +19.7% | -29.0% | -15.8% |
| YTD | -14.3% | +58.4% | -72.7% | -27.3% |
| 1Y | -11.8% | +67.2% | -79.1% | -26.7% |
| 3Y | +52.0% | +125.0% | -73.1% | +12.0% |
| 5Y | +128.8% | +355.1% | -226.2% | +28.3% |
| 10Y | +543.8% | +263.7% | +280.2% | +263.1% |
| All | +12,926.4% | +205.7% | +12,720.7% | +6,188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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