+24.4%
GH vs TD
+125.7%
-101.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.6% |
| 7D | -2.5% | -0.5% | -2.0% | -2.1% |
| 30D | -4.7% | -1.9% | -2.8% | -3.6% |
| 3M | +20.2% | +4.8% | +15.5% | +15.7% |
| 6M | +78.8% | +28.0% | +50.8% | +48.0% |
| YTD | +54.1% | +30.3% | +23.8% | +25.7% |
| 1Y | +177.1% | +59.8% | +117.3% | +92.6% |
| 3Y | +371.6% | +124.7% | +246.9% | +147.6% |
| All | +24.4% | +125.7% | -101.2% | -6.7% |
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 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