+3,859.8%
WDC vs TDG
+12,839.7%
-8,979.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +2.0% |
| 7D | +7.5% | -2.4% | +9.9% | +8.9% |
| 30D | +10.1% | -8.0% | +18.1% | +15.1% |
| 3M | -6.8% | -10.5% | +3.6% | -1.6% |
| 6M | +84.1% | -11.9% | +96.1% | +94.8% |
| YTD | +180.3% | -15.4% | +195.6% | +200.6% |
| 1Y | +411.1% | -14.2% | +425.3% | +439.5% |
| 3Y | +1,375.0% | +51.0% | +1,324.0% | +1,012.2% |
| 5Y | +991.6% | +126.5% | +865.1% | +548.3% |
| 10Y | +1,309.1% | +535.6% | +773.5% | +352.5% |
| All | +3,859.8% | +12,839.7% | -8,979.9% | +183.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling