+180.8%
NOK vs TD
+125.8%
+55.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.8% |
| 7D | +8.7% | -2.6% | +11.3% | +10.2% |
| 30D | +12.5% | -1.0% | +13.5% | +13.1% |
| 3M | -20.7% | +5.6% | -26.4% | -22.9% |
| 6M | +36.2% | +27.1% | +9.1% | +19.9% |
| YTD | +64.1% | +29.4% | +34.7% | +43.2% |
| 1Y | +132.4% | +60.7% | +71.7% | +82.4% |
| All | +180.8% | +125.8% | +55.0% | +84.3% |
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