+138.6%
NOK vs TD
+306.3%
-167.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.4% |
| 7D | +11.0% | -0.5% | +11.5% | +11.3% |
| 30D | +7.8% | -1.9% | +9.7% | +9.0% |
| 3M | -21.0% | +4.8% | -25.8% | -23.0% |
| 6M | +40.9% | +28.0% | +12.9% | +22.2% |
| YTD | +72.0% | +30.3% | +41.7% | +47.5% |
| 1Y | +140.9% | +59.8% | +81.1% | +83.9% |
| 3Y | +194.3% | +124.7% | +69.6% | +82.4% |
| 5Y | +112.5% | +127.0% | -14.4% | +30.9% |
| All | +138.6% | +306.3% | -167.7% | +2.4% |
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 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