+1,278.0%
AAPL vs TD
+306.3%
+971.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.4% |
| 7D | +3.8% | -0.5% | +4.4% | +4.2% |
| 30D | +9.9% | -1.9% | +11.8% | +10.9% |
| 3M | +12.5% | +4.8% | +7.7% | +9.2% |
| 6M | +27.6% | +28.0% | -0.4% | +10.9% |
| YTD | +22.6% | +30.3% | -7.7% | +5.4% |
| 1Y | +45.0% | +59.8% | -14.8% | +11.3% |
| 3Y | +87.8% | +124.7% | -36.9% | +17.3% |
| 5Y | +128.7% | +127.0% | +1.7% | +40.9% |
| All | +1,278.0% | +306.3% | +971.7% | +594.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling