+521.8%
NOW vs TD
+302.8%
+219.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.8% | +3.0% |
| 7D | -5.6% | -3.1% | -2.5% | -4.1% |
| 30D | -26.8% | +6.7% | -33.5% | -29.0% |
| 3M | -19.4% | +3.1% | -22.5% | -20.8% |
| 6M | +12.3% | +17.6% | -5.3% | +2.8% |
| YTD | -32.9% | +34.8% | -67.7% | -43.1% |
| 1Y | -40.3% | +55.6% | -95.9% | -53.1% |
| 3Y | -19.1% | +133.1% | -152.2% | -49.5% |
| 5Y | -24.4% | +104.7% | -129.0% | -49.4% |
| 10Y | +521.8% | +303.6% | +218.3% | +171.5% |
| All | +521.8% | +302.8% | +219.1% | +171.5% |
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