+47.1%
EQT vs TD
+306.3%
-259.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -2.1% |
| 7D | -2.0% | -0.5% | -1.5% | -1.7% |
| 30D | 0.0% | -1.9% | +1.9% | +1.1% |
| 3M | +5.9% | +4.8% | +1.2% | +2.0% |
| 6M | -14.8% | +28.0% | -42.8% | -29.1% |
| YTD | +1.8% | +30.3% | -28.5% | -16.8% |
| 1Y | +7.4% | +59.8% | -52.4% | -24.5% |
| 3Y | +33.6% | +124.7% | -91.1% | -28.9% |
| 5Y | +199.3% | +127.0% | +72.4% | +58.5% |
| All | +47.1% | +306.3% | -259.2% | -59.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling