+278.4%
TER vs TDG
+50.3%
+228.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | +9.4% | -2.7% | +12.0% | +10.6% |
| 30D | -2.4% | -9.3% | +6.8% | +1.7% |
| 3M | +6.5% | -7.1% | +13.6% | +9.2% |
| 6M | +23.2% | -11.2% | +34.3% | +28.1% |
| YTD | +91.5% | -15.3% | +106.7% | +100.2% |
| 1Y | +214.8% | -12.5% | +227.3% | +221.0% |
| All | +278.4% | +50.3% | +228.1% | +189.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling