+506.3%
NOW vs TD
+303.3%
+203.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -8.7% | -0.7% | -8.1% | -8.4% |
| 30D | -29.3% | +7.6% | -36.9% | -31.7% |
| 3M | -21.8% | +3.0% | -24.9% | -23.2% |
| 6M | +9.2% | +16.8% | -7.6% | +0.3% |
| YTD | -35.0% | +34.3% | -69.3% | -44.8% |
| 1Y | -42.5% | +56.0% | -98.5% | -54.9% |
| 3Y | -21.5% | +132.4% | -153.9% | -51.0% |
| 5Y | -25.8% | +103.7% | -129.4% | -50.2% |
| 10Y | +506.3% | +299.2% | +207.2% | +177.6% |
| All | +506.3% | +303.3% | +203.1% | +177.6% |
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