+514.0%
NOW vs TD
+300.0%
+213.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +1.1% | -0.8% | -0.2% |
| 30D | -27.0% | +5.2% | -32.2% | -28.7% |
| 3M | -19.6% | +1.2% | -20.9% | -20.3% |
| 6M | +17.5% | +17.7% | -0.3% | +7.4% |
| YTD | -33.3% | +34.2% | -67.5% | -43.3% |
| 1Y | -39.8% | +55.4% | -95.3% | -52.7% |
| 3Y | -19.9% | +130.4% | -150.3% | -49.8% |
| 5Y | -26.1% | +101.8% | -127.9% | -50.2% |
| All | +514.0% | +300.0% | +213.9% | +166.7% |
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 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