+1,423.6%
HAS vs TD
+7,985.3%
-6,561.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | -0.2% | -1.7% | +1.5% | +0.5% |
| 30D | +31.0% | +8.2% | +22.8% | +26.9% |
| 3M | +30.7% | +1.7% | +29.0% | +29.6% |
| 6M | +23.9% | +14.2% | +9.7% | +16.9% |
| YTD | +48.3% | +32.8% | +15.6% | +31.5% |
| 1Y | +60.2% | +55.5% | +4.7% | +33.0% |
| 3Y | +189.2% | +129.6% | +59.6% | +103.2% |
| 5Y | +50.4% | +102.2% | -51.8% | +10.6% |
| 10Y | +104.2% | +306.3% | -202.1% | +13.6% |
| All | +1,423.6% | +7,985.3% | -6,561.7% | +235.0% |
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