+758.7%
XEL vs TDG
+12,853.5%
-12,094.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -1.2% | -2.7% | +1.5% | -0.7% |
| 30D | -2.9% | -9.3% | +6.4% | -1.2% |
| 3M | -2.7% | -7.1% | +4.3% | -1.6% |
| 6M | -6.5% | -11.2% | +4.6% | -4.9% |
| YTD | +3.6% | -15.3% | +18.9% | +6.2% |
| 1Y | +7.5% | -12.5% | +20.0% | +9.3% |
| 3Y | +46.3% | +51.2% | -4.9% | +32.0% |
| 5Y | +30.5% | +126.1% | -95.6% | +7.1% |
| 10Y | +151.4% | +536.2% | -384.8% | +57.3% |
| All | +758.7% | +12,853.5% | -12,094.8% | +167.3% |
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