+42.2%
LLY vs TD
+52.8%
-10.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.7% | +1.1% | +5.6% | +6.6% |
| 30D | +19.6% | +5.2% | +14.4% | +19.5% |
| 3M | +19.7% | +1.2% | +18.5% | +19.8% |
| 6M | +42.7% | +17.7% | +25.0% | +39.3% |
| YTD | +35.1% | +34.2% | +0.9% | +30.5% |
| 1Y | +42.2% | +55.4% | -13.2% | +43.7% |
| All | +42.2% | +52.8% | -10.6% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling