+27.5%
UAL vs TDG
-5.9%
+33.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.7% | +7.2% | +7.5% |
| 7D | +11.9% | +7.1% | +4.9% | +6.7% |
| 30D | +5.2% | +11.4% | -6.1% | -2.5% |
| 3M | -12.7% | -4.6% | -8.2% | -10.1% |
| 6M | +28.5% | +5.8% | +22.7% | +25.4% |
| YTD | +3.5% | -8.5% | +12.0% | +3.9% |
| 1Y | +27.5% | -5.8% | +33.3% | +29.7% |
| All | +27.5% | -5.9% | +33.4% | +29.7% |
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