+1,085.6%
HAS vs TD
+7,879.0%
-6,793.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | +2.3% | +0.4% | +1.9% | +2.0% |
| 3M | +10.4% | +7.6% | +2.7% | +6.8% |
| 6M | -3.2% | +25.0% | -28.2% | -12.1% |
| YTD | +15.4% | +31.0% | -15.6% | +2.9% |
| 1Y | +18.8% | +65.2% | -46.4% | -3.9% |
| 3Y | +43.9% | +122.5% | -78.6% | +2.3% |
| 5Y | +13.9% | +124.8% | -110.9% | -19.8% |
| 10Y | +56.4% | +298.2% | -241.8% | -12.3% |
| All | +1,085.6% | +7,879.0% | -6,793.4% | +162.1% |
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 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