+266.1%
GE vs TD
+132.8%
+133.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.7% | +1.1% | +1.5% | +2.1% |
| 30D | +8.1% | +5.2% | +2.9% | +5.5% |
| 3M | -7.9% | +1.2% | -9.1% | -8.4% |
| 6M | +12.9% | +17.7% | -4.8% | +4.2% |
| YTD | +8.2% | +34.2% | -26.1% | -5.6% |
| 1Y | +9.7% | +55.4% | -45.8% | -9.6% |
| 3Y | +266.1% | +130.4% | +135.7% | +157.0% |
| All | +266.1% | +132.8% | +133.3% | +157.0% |
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 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