+656.3%
BA vs TD
+7,879.0%
-7,222.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.6% |
| 7D | +1.2% | +0.3% | +0.8% | +1.0% |
| 30D | -11.6% | +0.4% | -12.0% | -11.9% |
| 3M | -2.4% | +7.6% | -10.0% | -6.4% |
| 6M | -6.6% | +25.0% | -31.6% | -17.6% |
| YTD | -2.2% | +31.0% | -33.2% | -16.1% |
| 1Y | -8.0% | +65.2% | -73.2% | -30.6% |
| 3Y | -5.0% | +122.5% | -127.5% | -39.9% |
| 5Y | -2.7% | +124.8% | -127.5% | -38.6% |
| 10Y | +75.9% | +298.2% | -222.3% | -12.0% |
| All | +656.3% | +7,879.0% | -7,222.8% | +49.1% |
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