+4,211.8%
HDB vs TD
+2,493.6%
+1,718.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.7% | +1.1% | +1.6% | +1.9% |
| 30D | +14.1% | +5.2% | +8.9% | +9.7% |
| 3M | +11.8% | +1.2% | +10.6% | +10.4% |
| 6M | +8.2% | +17.7% | -9.6% | -4.6% |
| YTD | -29.3% | +34.2% | -63.5% | -43.5% |
| 1Y | -28.8% | +55.4% | -84.2% | -49.0% |
| 3Y | -7.5% | +130.4% | -137.9% | -51.8% |
| 5Y | -23.1% | +101.8% | -124.9% | -56.7% |
| 10Y | +63.7% | +301.9% | -238.2% | -49.0% |
| All | +4,211.8% | +2,493.6% | +1,718.2% | +534.9% |
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