+668.0%
BE vs TD
+196.3%
+471.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +10.8% | +1.1% | +9.7% | +9.8% |
| 30D | -19.8% | +5.2% | -25.0% | -23.5% |
| 3M | -18.7% | +1.2% | -20.0% | -19.3% |
| 6M | -33.7% | +17.7% | -51.5% | -42.9% |
| YTD | +121.0% | +34.2% | +86.7% | +67.2% |
| 1Y | +85.4% | +55.4% | +30.0% | +21.2% |
| 3Y | +1,709.5% | +130.4% | +1,579.1% | +685.8% |
| 5Y | +462.2% | +101.8% | +360.4% | +182.7% |
| All | +668.0% | +196.3% | +471.7% | +130.1% |
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 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