+191.2%
TER vs TDG
+43.8%
+147.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.2% | -6.6% | -5.9% |
| 7D | +14.4% | +1.7% | +12.7% | +13.6% |
| 30D | -30.6% | +9.7% | -40.3% | -33.5% |
| 3M | -39.2% | -2.3% | -36.9% | -38.6% |
| 6M | -31.3% | +1.3% | -32.6% | -32.4% |
| YTD | +29.1% | -8.5% | +37.5% | +30.4% |
| 1Y | +47.4% | -8.1% | +55.6% | +48.5% |
| 3Y | +191.2% | +43.4% | +147.8% | +109.4% |
| All | +191.2% | +43.8% | +147.4% | +109.4% |
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