+890.0%
FN vs TD
+295.4%
+594.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.8% |
| 7D | +3.5% | +0.9% | +2.7% | +2.9% |
| 30D | -26.0% | -0.7% | -25.3% | -25.4% |
| 3M | -33.3% | +6.3% | -39.5% | -35.6% |
| 6M | -14.9% | +27.9% | -42.9% | -26.4% |
| YTD | -8.6% | +29.8% | -38.4% | -21.6% |
| 1Y | +12.3% | +63.7% | -51.3% | -15.9% |
| 3Y | +174.4% | +128.3% | +46.1% | +65.6% |
| 5Y | +296.4% | +125.5% | +170.9% | +137.1% |
| 10Y | +890.0% | +296.7% | +593.3% | +293.7% |
| All | +890.0% | +295.4% | +594.7% | +293.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling