+327.1%
NET vs TD
+123.2%
+203.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.1% |
| 7D | -7.0% | +0.3% | -7.3% | -7.1% |
| 30D | -4.8% | +0.4% | -5.2% | -5.0% |
| 3M | +3.8% | +7.6% | -3.8% | -1.0% |
| 6M | +50.0% | +25.0% | +25.1% | +28.9% |
| YTD | +41.5% | +31.0% | +10.5% | +17.8% |
| 1Y | +32.8% | +65.2% | -32.4% | -6.0% |
| All | +327.1% | +123.2% | +203.8% | +133.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling