+1,705.3%
BDX vs TD
+7,806.2%
-6,100.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.8% |
| 7D | -4.3% | +0.9% | -5.1% | -4.5% |
| 30D | +1.3% | -0.7% | +1.9% | +1.4% |
| 3M | +20.2% | +6.3% | +14.0% | +18.1% |
| 6M | +8.6% | +27.9% | -19.3% | +1.4% |
| YTD | +19.0% | +29.8% | -10.8% | +10.5% |
| 1Y | +21.2% | +63.7% | -42.5% | +5.6% |
| 3Y | -9.7% | +128.3% | -138.0% | -28.6% |
| 5Y | -3.4% | +125.5% | -128.9% | -23.9% |
| 10Y | +53.9% | +296.7% | -242.8% | +1.8% |
| All | +1,705.3% | +7,806.2% | -6,100.9% | +402.7% |
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 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