-7.9%
HDB vs TD
+132.9%
-140.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +4.1% | +0.6% | +3.5% | +3.8% |
| 30D | +13.0% | +5.0% | +8.0% | +10.5% |
| 3M | +11.3% | +1.1% | +10.2% | +10.5% |
| 6M | +6.9% | +16.5% | -9.5% | +0.4% |
| YTD | -29.6% | +34.3% | -63.9% | -37.4% |
| 1Y | -29.5% | +52.9% | -82.4% | -39.9% |
| All | -7.9% | +132.9% | -140.8% | -32.0% |
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 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