+124.8%
AAPL vs TD
+122.4%
+2.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +3.2% |
| 7D | -0.5% | -2.6% | +2.1% | +0.7% |
| 30D | +7.1% | -1.0% | +8.1% | +7.5% |
| 3M | +12.1% | +5.6% | +6.5% | +8.7% |
| 6M | +25.4% | +27.1% | -1.7% | +11.0% |
| YTD | +20.5% | +29.4% | -9.0% | +5.6% |
| 1Y | +44.5% | +60.7% | -16.2% | +13.7% |
| 3Y | +85.8% | +127.6% | -41.9% | +20.6% |
| 5Y | +124.8% | +125.4% | -0.6% | +50.7% |
| All | +124.8% | +122.4% | +2.3% | +50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling