+3.4%
NU vs TD
+64.8%
-61.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -0.9% |
| 7D | +7.5% | +0.3% | +7.2% | +7.3% |
| 30D | +6.1% | +0.4% | +5.8% | +5.8% |
| 3M | +26.8% | +7.6% | +19.2% | +18.9% |
| 6M | +2.5% | +25.0% | -22.5% | -16.3% |
| YTD | -8.2% | +31.0% | -39.2% | -27.3% |
| 1Y | +3.4% | +65.2% | -61.8% | -27.7% |
| All | +3.4% | +64.8% | -61.4% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling