+1,972.6%
NOW vs TD
+443.5%
+1,529.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -3.0% | -1.7% | -1.3% | -2.1% |
| 30D | -26.0% | +8.2% | -34.3% | -29.0% |
| 3M | -13.1% | +1.7% | -14.8% | -14.1% |
| 6M | +14.5% | +14.2% | +0.3% | +5.8% |
| YTD | -33.4% | +32.8% | -66.2% | -43.7% |
| 1Y | -40.6% | +55.5% | -96.1% | -54.0% |
| 3Y | -16.3% | +129.6% | -145.9% | -48.7% |
| 5Y | -26.3% | +102.2% | -128.5% | -51.5% |
| 10Y | +512.7% | +306.3% | +206.4% | +158.7% |
| All | +1,972.6% | +443.5% | +1,529.1% | +678.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling