+155.7%
B vs TD
+7,879.0%
-7,723.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.9% |
| 7D | -1.6% | +0.3% | -1.9% | -1.6% |
| 30D | +9.4% | +0.4% | +9.0% | +9.3% |
| 3M | +5.0% | +7.6% | -2.7% | +3.2% |
| 6M | -3.5% | +25.0% | -28.5% | -8.1% |
| YTD | +4.5% | +31.0% | -26.5% | -1.5% |
| 1Y | +67.8% | +65.2% | +2.6% | +50.6% |
| 3Y | +196.7% | +122.5% | +74.2% | +149.6% |
| 5Y | +151.9% | +124.8% | +27.1% | +110.4% |
| 10Y | +202.2% | +298.2% | -96.1% | +119.4% |
| All | +155.7% | +7,879.0% | -7,723.3% | +13.6% |
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