+32.4%
HDB vs TD
+303.5%
-271.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.6% |
| 7D | -6.2% | -2.6% | -3.6% | -4.7% |
| 30D | -6.2% | -1.0% | -5.2% | -5.8% |
| 3M | -5.9% | +5.6% | -11.5% | -9.0% |
| 6M | -25.9% | +27.1% | -53.0% | -35.8% |
| YTD | -40.2% | +29.4% | -69.6% | -48.9% |
| 1Y | -38.0% | +60.7% | -98.7% | -53.4% |
| 3Y | -30.5% | +127.6% | -158.1% | -58.5% |
| 5Y | -38.1% | +125.4% | -163.5% | -63.4% |
| All | +32.4% | +303.5% | -271.1% | -44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling