+18.7%
AEM vs TD
+61.0%
-42.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.8% | +6.9% | +7.0% |
| 7D | +0.2% | +1.4% | -1.2% | -0.9% |
| 30D | +0.1% | +10.2% | -10.2% | -8.0% |
| 3M | +22.1% | +8.1% | +13.9% | +13.6% |
| 6M | +2.4% | +22.3% | -19.9% | -16.5% |
| YTD | +8.9% | +39.0% | -30.1% | -20.8% |
| 1Y | +18.7% | +62.6% | -43.9% | -27.4% |
| All | +18.7% | +61.0% | -42.3% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling