+148.0%
ADBE vs TD
+303.5%
-155.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.8% |
| 7D | -12.9% | -2.6% | -10.3% | -11.8% |
| 30D | -5.6% | -1.0% | -4.6% | -5.3% |
| 3M | +6.6% | +5.6% | +1.0% | +3.1% |
| 6M | -9.6% | +27.1% | -36.7% | -20.7% |
| YTD | -28.9% | +29.4% | -58.3% | -38.4% |
| 1Y | -28.9% | +60.7% | -89.6% | -45.0% |
| 3Y | -55.6% | +127.6% | -183.2% | -71.9% |
| 5Y | -62.2% | +125.4% | -187.6% | -76.1% |
| All | +148.0% | +303.5% | -155.5% | +16.2% |
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