+476.4%
BHP vs TD
+306.3%
+170.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.8% |
| 7D | -3.6% | -0.5% | -3.1% | -3.3% |
| 30D | -1.2% | -1.9% | +0.7% | 0.0% |
| 3M | +1.2% | +4.8% | -3.6% | -3.0% |
| 6M | +21.4% | +28.0% | -6.6% | -0.8% |
| YTD | +50.4% | +30.3% | +20.1% | +21.2% |
| 1Y | +67.5% | +59.8% | +7.7% | +14.7% |
| 3Y | +72.8% | +124.7% | -51.9% | -12.1% |
| 5Y | +112.6% | +127.0% | -14.4% | +6.0% |
| All | +476.4% | +306.3% | +170.2% | +67.5% |
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