+213.4%
HAS vs TD
+132.8%
+80.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | +1.4% | +1.1% | +0.3% | +0.9% |
| 30D | +26.3% | +5.2% | +21.1% | +23.6% |
| 3M | +25.6% | +1.2% | +24.4% | +24.8% |
| 6M | +30.3% | +17.7% | +12.5% | +20.2% |
| YTD | +50.4% | +34.2% | +16.1% | +30.3% |
| 1Y | +57.7% | +55.4% | +2.3% | +27.6% |
| 3Y | +213.4% | +130.4% | +83.0% | +108.5% |
| All | +213.4% | +132.8% | +80.5% | +108.5% |
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