-18.8%
OPEN vs TD
+128.4%
-147.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.4% |
| 7D | +1.0% | +0.9% | +0.1% | -0.2% |
| 30D | -11.9% | -0.7% | -11.3% | -11.5% |
| 3M | -28.8% | +6.3% | -35.0% | -34.7% |
| 6M | -38.6% | +27.9% | -66.5% | -56.6% |
| YTD | -47.3% | +29.8% | -77.2% | -63.7% |
| 1Y | -49.2% | +63.7% | -112.8% | -74.5% |
| 3Y | -18.8% | +128.3% | -147.1% | -74.1% |
| All | -18.8% | +128.4% | -147.2% | -74.1% |
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