+504.6%
NOW vs TD
+311.5%
+193.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.1% |
| 7D | -3.1% | -0.6% | -2.4% | -2.7% |
| 30D | -27.0% | +7.9% | -35.0% | -29.7% |
| 3M | -17.7% | +3.1% | -20.8% | -19.2% |
| 6M | +12.7% | +17.2% | -4.5% | +3.3% |
| YTD | -32.9% | +34.7% | -67.7% | -43.1% |
| 1Y | -40.4% | +56.9% | -97.3% | -53.4% |
| 3Y | -17.1% | +134.7% | -151.8% | -48.4% |
| 5Y | -25.7% | +104.8% | -130.5% | -50.2% |
| 10Y | +504.6% | +305.8% | +198.8% | +187.2% |
| All | +504.6% | +311.5% | +193.1% | +187.2% |
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