+537.0%
TDG vs WEC
+146.6%
+390.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.9% | -0.6% | -1.3% | -1.7% |
| 30D | -7.7% | -2.6% | -5.1% | -7.0% |
| 3M | -9.3% | -6.0% | -3.3% | -7.8% |
| 6M | -9.4% | -5.4% | -4.0% | -8.1% |
| YTD | -14.3% | +2.5% | -16.7% | -15.2% |
| 1Y | -11.8% | -0.7% | -11.1% | -12.1% |
| 3Y | +52.0% | +38.7% | +13.2% | +36.9% |
| 5Y | +128.8% | +31.7% | +97.2% | +108.5% |
| All | +537.0% | +146.6% | +390.4% | +373.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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