+887.9%
APP vs TD
+132.8%
+755.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | +1.1% | +3.5% | +3.9% |
| 30D | +56.0% | +5.2% | +50.8% | +49.5% |
| 3M | +30.8% | +1.2% | +29.6% | +28.6% |
| 6M | -9.8% | +17.7% | -27.5% | -20.5% |
| YTD | -39.3% | +34.2% | -73.5% | -50.9% |
| 1Y | -26.4% | +55.4% | -81.9% | -45.0% |
| 3Y | +887.9% | +130.4% | +757.5% | +469.7% |
| All | +887.9% | +132.8% | +755.1% | +469.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling