+1,075.5%
WM vs TDG
+13,910.7%
-12,835.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +13.3% | +10.0% | +3.3% | +10.5% |
| 3M | +4.4% | -0.5% | +4.9% | +4.3% |
| 6M | +10.8% | +0.3% | +10.5% | +10.2% |
| YTD | +9.1% | -8.3% | +17.4% | +10.3% |
| 1Y | +19.1% | -5.1% | +24.3% | +19.3% |
| 3Y | +45.7% | +46.5% | -0.9% | +28.3% |
| 5Y | +60.4% | +114.1% | -53.6% | +25.1% |
| 10Y | +328.7% | +555.9% | -227.2% | +126.6% |
| All | +1,075.5% | +13,910.7% | -12,835.1% | +140.1% |
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