+1,090.2%
ATI vs TD
+306.3%
+783.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.9% |
| 7D | -5.6% | -0.5% | -5.1% | -5.1% |
| 30D | -13.7% | -1.9% | -11.8% | -11.9% |
| 3M | -0.4% | +4.8% | -5.1% | -5.9% |
| 6M | +26.2% | +28.0% | -1.8% | -4.4% |
| YTD | +73.2% | +30.3% | +42.9% | +28.4% |
| 1Y | +161.6% | +59.8% | +101.8% | +53.9% |
| 3Y | +346.2% | +124.7% | +221.5% | +72.9% |
| 5Y | +1,047.6% | +127.0% | +920.7% | +325.9% |
| All | +1,090.2% | +306.3% | +783.9% | +137.9% |
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