+15.6%
U vs TDG
+52.1%
-36.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +4.0% |
| 7D | +5.5% | -1.9% | +7.4% | +6.3% |
| 30D | -1.3% | -7.7% | +6.4% | +1.9% |
| 3M | +64.6% | -9.3% | +73.9% | +70.3% |
| 6M | +119.4% | -9.4% | +128.7% | +126.2% |
| YTD | -0.5% | -14.3% | +13.8% | +5.4% |
| 1Y | +1.3% | -11.8% | +13.1% | +5.4% |
| 3Y | +15.6% | +52.0% | -36.3% | -11.3% |
| All | +15.6% | +52.1% | -36.5% | -11.3% |
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 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