+12.9%
HAS vs TD
+124.9%
-112.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.2% |
| 7D | -1.8% | +0.3% | -2.1% | -2.0% |
| 30D | +2.3% | +0.4% | +1.9% | +1.9% |
| 3M | +10.4% | +7.6% | +2.7% | +6.0% |
| 6M | -3.2% | +25.0% | -28.2% | -14.3% |
| YTD | +15.4% | +31.0% | -15.6% | -0.2% |
| 1Y | +18.8% | +65.2% | -46.4% | -9.1% |
| 3Y | +43.9% | +122.5% | -78.6% | -6.7% |
| All | +12.9% | +124.9% | -112.0% | -28.1% |
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 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