+3,769.4%
HDB vs TD
+2,431.4%
+1,338.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | +0.6% |
| 7D | +0.4% | +0.3% | +0.1% | +0.2% |
| 30D | -2.8% | +0.4% | -3.2% | -3.3% |
| 3M | -3.5% | +7.6% | -11.2% | -8.9% |
| 6M | -24.7% | +25.0% | -49.7% | -36.3% |
| YTD | -36.6% | +31.0% | -67.6% | -48.3% |
| 1Y | -34.4% | +65.2% | -99.6% | -55.0% |
| 3Y | -24.4% | +122.5% | -146.9% | -59.7% |
| 5Y | -35.4% | +124.8% | -160.2% | -66.6% |
| 10Y | +39.5% | +298.2% | -258.7% | -56.3% |
| All | +3,769.4% | +2,431.4% | +1,338.1% | +481.0% |
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 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