+60.4%
HCA vs TD
+127.3%
-67.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | +5.4% | -0.5% | +6.0% | +5.5% |
| 30D | +3.0% | -1.9% | +4.9% | +3.4% |
| 3M | +13.0% | +4.8% | +8.3% | +11.6% |
| 6M | -20.3% | +28.0% | -48.2% | -25.1% |
| YTD | -8.2% | +30.3% | -38.5% | -14.3% |
| 1Y | +6.7% | +59.8% | -53.1% | -5.7% |
| 3Y | +60.4% | +124.7% | -64.3% | +26.1% |
| All | +60.4% | +127.3% | -67.0% | +26.1% |
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 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