+848.0%
XBI vs TDG
+13,008.0%
-12,160.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.8% |
| 7D | -4.6% | -1.9% | -2.8% | -4.0% |
| 30D | -2.0% | -7.7% | +5.7% | +0.9% |
| 3M | +17.8% | -9.3% | +27.1% | +21.8% |
| 6M | +23.7% | -9.4% | +33.1% | +27.6% |
| YTD | +28.2% | -14.3% | +42.5% | +34.5% |
| 1Y | +64.0% | -11.8% | +75.8% | +69.7% |
| 3Y | +99.4% | +52.0% | +47.4% | +64.4% |
| 5Y | +19.3% | +128.8% | -109.5% | -16.5% |
| 10Y | +158.7% | +543.8% | -385.1% | +10.5% |
| All | +848.0% | +13,008.0% | -12,160.0% | +43.4% |
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 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