+1,683.3%
BE vs TD
+123.9%
+1,559.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.7% | -1.6% |
| 7D | +23.9% | -1.9% | +25.9% | +26.5% |
| 30D | +27.8% | -1.6% | +29.4% | +30.4% |
| 3M | +3.7% | +4.6% | -0.9% | +0.1% |
| 6M | +78.0% | +26.8% | +51.1% | +42.2% |
| YTD | +209.9% | +28.3% | +181.6% | +146.3% |
| 1Y | +389.6% | +60.4% | +329.2% | +222.5% |
| All | +1,683.3% | +123.9% | +1,559.4% | +743.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling