+417.4%
WDC vs TDG
-9.4%
+426.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.5% | +5.8% |
| 7D | +1.7% | -2.0% | +3.8% | +1.9% |
| 30D | -10.0% | -7.4% | -2.6% | -9.5% |
| 3M | -18.8% | -5.4% | -13.4% | -18.2% |
| 6M | +79.0% | -11.6% | +90.7% | +74.4% |
| YTD | +171.6% | -12.6% | +184.2% | +160.2% |
| 1Y | +417.4% | -9.3% | +426.7% | +401.4% |
| All | +417.4% | -9.4% | +426.8% | +401.4% |
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