+7.1%
CRM vs TD
+64.8%
-57.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -2.2% |
| 7D | +1.3% | +0.3% | +0.9% | +1.3% |
| 30D | +34.3% | +0.4% | +33.9% | +34.2% |
| 3M | +37.7% | +7.6% | +30.1% | +38.6% |
| 6M | +34.9% | +25.0% | +9.9% | +32.9% |
| YTD | -1.6% | +31.0% | -32.7% | -4.7% |
| 1Y | +7.1% | +65.2% | -58.0% | +0.7% |
| All | +7.1% | +64.8% | -57.6% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling