+724.9%
DELL vs TD
+127.3%
+597.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.6% |
| 7D | +8.2% | -0.5% | +8.8% | +8.6% |
| 30D | +17.1% | -1.9% | +19.0% | +18.5% |
| 3M | +45.2% | +4.8% | +40.4% | +42.5% |
| 6M | +286.8% | +28.0% | +258.8% | +245.7% |
| YTD | +354.8% | +30.3% | +324.5% | +302.6% |
| 1Y | +358.3% | +59.8% | +298.5% | +272.2% |
| 3Y | +724.9% | +124.7% | +600.2% | +493.4% |
| All | +724.9% | +127.3% | +597.6% | +493.4% |
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