+88.6%
TGT vs TDG
-5.9%
+94.5%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.7% | +4.9% | +5.5% |
| 7D | +9.5% | +7.1% | +2.4% | +8.0% |
| 30D | +6.6% | +11.4% | -4.8% | +4.5% |
| 3M | +11.0% | -4.6% | +15.5% | +11.6% |
| 6M | +29.9% | +5.8% | +24.0% | +28.0% |
| YTD | +71.4% | -8.5% | +79.9% | +68.6% |
| 1Y | +88.6% | -5.8% | +94.4% | +82.3% |
| All | +88.6% | -5.9% | +94.5% | +82.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling