+726.2%
FLEX vs TD
+123.5%
+602.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +5.1% |
| 7D | +7.0% | +0.9% | +6.1% | +6.1% |
| 30D | -5.8% | -0.7% | -5.2% | -5.1% |
| 3M | -24.2% | +6.3% | -30.5% | -27.4% |
| 6M | +90.8% | +27.9% | +62.9% | +60.6% |
| YTD | +89.2% | +29.8% | +59.4% | +57.6% |
| 1Y | +104.7% | +63.7% | +41.1% | +45.6% |
| 3Y | +478.1% | +128.3% | +349.8% | +220.3% |
| 5Y | +726.2% | +125.5% | +600.7% | +326.5% |
| All | +726.2% | +123.5% | +602.7% | +326.5% |
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