+227.3%
HL vs TD
+7,715.7%
-7,488.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.1% | +2.5% |
| 7D | +0.4% | -1.9% | +2.3% | +1.4% |
| 30D | +18.8% | -1.6% | +20.4% | +19.7% |
| 3M | +43.7% | +4.6% | +39.1% | +40.5% |
| 6M | -1.0% | +26.8% | -27.9% | -11.8% |
| YTD | +8.7% | +28.3% | -19.6% | -3.5% |
| 1Y | +105.0% | +60.4% | +44.6% | +63.4% |
| 3Y | +427.3% | +125.7% | +301.6% | +257.4% |
| 5Y | +249.3% | +122.4% | +126.9% | +140.3% |
| 10Y | +284.2% | +297.1% | -12.9% | +104.5% |
| All | +227.3% | +7,715.7% | -7,488.4% | +17.0% |
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