+196,528.3%
AAPL vs TD
+8,075.2%
+188,453.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | +1.1% | +3.0% | +3.6% |
| 30D | +4.0% | +5.2% | -1.3% | +1.4% |
| 3M | +16.8% | +1.2% | +15.6% | +15.8% |
| 6M | +19.4% | +17.7% | +1.7% | +9.5% |
| YTD | +31.5% | +34.2% | -2.7% | +12.9% |
| 1Y | +31.0% | +55.4% | -24.4% | +4.5% |
| 3Y | +95.3% | +130.4% | -35.1% | +26.5% |
| 5Y | +143.4% | +101.8% | +41.6% | +67.1% |
| 10Y | +1,330.5% | +301.9% | +1,028.7% | +584.8% |
| All | +196,528.3% | +8,075.2% | +188,453.1% | +32,739.8% |
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