+143.3%
DELL vs TD
+61.0%
+82.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.8% | -11.6% | -11.1% |
| 7D | -24.6% | +1.4% | -26.0% | -25.4% |
| 30D | -32.5% | +10.2% | -42.7% | -38.1% |
| 3M | -20.2% | +8.1% | -28.3% | -25.0% |
| 6M | +76.5% | +22.3% | +54.2% | +52.5% |
| YTD | +198.9% | +39.0% | +159.9% | +126.3% |
| 1Y | +143.3% | +62.6% | +80.7% | +30.8% |
| All | +143.3% | +61.0% | +82.3% | +30.8% |
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