+1,055.3%
DELL vs TD
+122.4%
+932.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.8% | -6.2% | -5.9% |
| 7D | -1.9% | -2.6% | +0.7% | -0.3% |
| 30D | +14.9% | -1.0% | +15.9% | +16.0% |
| 3M | +37.2% | +5.6% | +31.6% | +33.2% |
| 6M | +254.0% | +27.1% | +226.9% | +206.5% |
| YTD | +306.1% | +29.4% | +276.7% | +247.4% |
| 1Y | +312.3% | +60.7% | +251.6% | +209.3% |
| 3Y | +654.0% | +127.6% | +526.4% | +345.8% |
| 5Y | +1,055.3% | +125.4% | +929.9% | +593.3% |
| All | +1,055.3% | +122.4% | +932.9% | +593.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling