+561.8%
GWW vs TD
+306.3%
+255.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | -3.4% | -0.5% | -2.8% | -3.1% |
| 30D | -1.9% | -1.9% | 0.0% | -1.0% |
| 3M | -2.4% | +4.8% | -7.1% | -5.1% |
| 6M | +15.7% | +28.0% | -12.3% | +0.6% |
| YTD | +27.6% | +30.3% | -2.7% | +9.7% |
| 1Y | +27.2% | +59.8% | -32.6% | -2.4% |
| 3Y | +89.7% | +124.7% | -35.0% | +18.0% |
| 5Y | +223.9% | +127.0% | +97.0% | +95.7% |
| All | +561.8% | +306.3% | +255.5% | +186.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling