+319.1%
DELL vs TD
+64.8%
+254.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.8% |
| 7D | +14.9% | +0.3% | +14.6% | +14.7% |
| 30D | +13.3% | +0.4% | +12.9% | +13.3% |
| 3M | +24.4% | +7.6% | +16.8% | +19.0% |
| 6M | +258.0% | +25.0% | +233.0% | +205.4% |
| YTD | +320.2% | +31.0% | +289.2% | +239.8% |
| 1Y | +319.1% | +65.2% | +253.9% | +158.3% |
| All | +319.1% | +64.8% | +254.3% | +158.3% |
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