+162.1%
EQX vs TD
+127.3%
+34.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | -3.2% | -0.5% | -2.7% | -2.9% |
| 30D | +7.8% | -1.9% | +9.7% | +9.0% |
| 3M | +21.3% | +4.8% | +16.6% | +16.7% |
| 6M | -22.4% | +28.0% | -50.4% | -34.8% |
| YTD | -11.3% | +30.3% | -41.6% | -26.3% |
| 1Y | +13.5% | +59.8% | -46.3% | -16.6% |
| 3Y | +162.1% | +124.7% | +37.4% | +57.9% |
| All | +162.1% | +127.3% | +34.8% | +57.9% |
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