+1.3%
U vs TDG
-11.6%
+12.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +4.2% |
| 7D | +5.5% | -1.9% | +7.4% | +6.0% |
| 30D | -1.3% | -7.7% | +6.4% | +0.6% |
| 3M | +64.6% | -9.3% | +73.9% | +67.6% |
| 6M | +119.4% | -9.4% | +128.7% | +123.6% |
| YTD | -0.5% | -14.3% | +13.8% | +6.6% |
| 1Y | +1.3% | -11.8% | +13.1% | +10.0% |
| All | +1.3% | -11.6% | +12.9% | +10.0% |
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