+12,700.0%
TDG vs XRT
+501.1%
+12,198.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.2% |
| 7D | -0.9% | -0.3% | -0.7% | -0.8% |
| 30D | -6.5% | -5.6% | -0.9% | -3.2% |
| 3M | -5.1% | +2.5% | -7.6% | -6.6% |
| 6M | -11.5% | +3.7% | -15.2% | -13.6% |
| YTD | -13.9% | +1.0% | -14.9% | -14.8% |
| 1Y | -11.5% | -1.2% | -10.2% | -11.6% |
| 3Y | +53.7% | +43.4% | +10.3% | +18.1% |
| 5Y | +135.5% | -0.7% | +136.2% | +121.1% |
| 10Y | +535.2% | +123.7% | +411.5% | +220.1% |
| All | +12,700.0% | +501.1% | +12,198.9% | +2,863.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling