+488.5%
NDAQ vs TD
+300.0%
+188.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | +1.3% | +1.1% | +0.1% | +0.7% |
| 30D | +18.0% | +5.2% | +12.7% | +15.0% |
| 3M | +11.5% | +1.2% | +10.3% | +10.6% |
| 6M | +21.1% | +17.7% | +3.3% | +10.8% |
| YTD | +12.8% | +34.2% | -21.4% | -3.8% |
| 1Y | +25.7% | +55.4% | -29.7% | -0.7% |
| 3Y | +116.8% | +130.4% | -13.6% | +37.5% |
| 5Y | +67.3% | +101.8% | -34.6% | +12.3% |
| All | +488.5% | +300.0% | +188.4% | +139.8% |
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