+13.8%
KMB vs TD
+303.5%
-289.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.4% |
| 7D | -7.7% | -2.6% | -5.1% | -7.2% |
| 30D | -8.2% | -1.0% | -7.2% | -8.0% |
| 3M | -1.9% | +5.6% | -7.5% | -3.2% |
| 6M | -0.7% | +27.1% | -27.8% | -5.8% |
| YTD | +1.4% | +29.4% | -28.0% | -4.3% |
| 1Y | -19.1% | +60.7% | -79.8% | -27.2% |
| 3Y | -12.6% | +127.6% | -140.2% | -27.6% |
| 5Y | -12.7% | +125.4% | -138.1% | -28.4% |
| All | +13.8% | +303.5% | -289.7% | -25.8% |
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