+878.9%
GE vs TD
+8,075.2%
-7,196.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.7% | +1.1% | +1.5% | +2.0% |
| 30D | +8.1% | +5.2% | +2.9% | +4.8% |
| 3M | -7.9% | +1.2% | -9.1% | -8.6% |
| 6M | +12.9% | +17.7% | -4.8% | +1.8% |
| YTD | +8.2% | +34.2% | -26.1% | -9.9% |
| 1Y | +9.7% | +55.4% | -45.8% | -16.6% |
| 3Y | +266.1% | +130.4% | +135.7% | +114.5% |
| 5Y | +407.4% | +101.8% | +305.6% | +220.7% |
| 10Y | +150.3% | +301.9% | -151.5% | +7.3% |
| All | +878.9% | +8,075.2% | -7,196.3% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling