+5.4%
FOXA vs TD
+55.6%
-50.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.0% | +1.1% | -2.0% |
| 7D | +4.9% | -3.2% | +8.1% | +5.6% |
| 30D | +9.0% | +4.9% | +4.1% | +8.4% |
| 3M | +15.8% | +2.3% | +13.5% | +15.8% |
| 6M | +9.2% | +17.8% | -8.6% | +5.2% |
| YTD | -6.5% | +33.5% | -40.0% | -13.4% |
| 1Y | +5.4% | +55.9% | -50.5% | -8.0% |
| All | +5.4% | +55.6% | -50.1% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling