+2,441.9%
TER vs TDG
+13,063.4%
-10,621.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +5.0% |
| 7D | +11.0% | -0.9% | +11.9% | +11.5% |
| 30D | -1.9% | -6.5% | +4.7% | +1.6% |
| 3M | -0.7% | -5.1% | +4.4% | +1.3% |
| 6M | +36.4% | -11.5% | +47.9% | +44.0% |
| YTD | +92.4% | -13.9% | +106.3% | +104.3% |
| 1Y | +213.5% | -11.5% | +225.0% | +225.9% |
| 3Y | +277.2% | +53.7% | +223.6% | +187.3% |
| 5Y | +219.1% | +135.5% | +83.6% | +93.9% |
| 10Y | +1,744.2% | +535.2% | +1,209.1% | +464.5% |
| All | +2,441.9% | +13,063.4% | -10,621.4% | +47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling