-8.2%
DHR vs TD
+127.3%
-135.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -3.6% | -0.5% | -3.1% | -3.4% |
| 30D | -2.7% | -1.9% | -0.8% | -2.0% |
| 3M | +10.9% | +4.8% | +6.2% | +8.0% |
| 6M | +3.0% | +28.0% | -24.9% | -9.2% |
| YTD | -12.2% | +30.3% | -42.5% | -23.3% |
| 1Y | +3.3% | +59.8% | -56.5% | -18.3% |
| 3Y | -8.2% | +124.7% | -132.9% | -39.7% |
| All | -8.2% | +127.3% | -135.5% | -39.7% |
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 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