+176,359.9%
AAPL vs TD
+7,879.0%
+168,480.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -1.8% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +3.0% | +0.4% | +2.6% | +2.6% |
| 3M | +2.9% | +7.6% | -4.7% | -1.2% |
| 6M | +22.1% | +25.0% | -2.9% | +8.8% |
| YTD | +18.0% | +31.0% | -13.0% | +2.6% |
| 1Y | +33.9% | +65.2% | -31.2% | +3.7% |
| 3Y | +71.2% | +122.5% | -51.3% | +12.8% |
| 5Y | +112.6% | +124.8% | -12.2% | +38.5% |
| 10Y | +1,198.8% | +298.2% | +900.6% | +524.9% |
| All | +176,359.9% | +7,879.0% | +168,480.9% | +29,760.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling