+103.5%
NU vs TD
+125.8%
-22.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -4.2% | -2.6% | -1.6% | -2.8% |
| 30D | +10.0% | -1.0% | +11.1% | +10.7% |
| 3M | +29.3% | +5.6% | +23.6% | +25.3% |
| 6M | +0.9% | +27.1% | -26.2% | -11.7% |
| YTD | -10.3% | +29.4% | -39.7% | -22.2% |
| 1Y | -3.2% | +60.7% | -63.8% | -24.5% |
| All | +103.5% | +125.8% | -22.3% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling