-93.9%
OPEN vs TD
+104.8%
-198.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.7% |
| 7D | -31.1% | -3.1% | -28.0% | -27.6% |
| 30D | -34.7% | +6.7% | -41.4% | -39.7% |
| 3M | -61.9% | +3.1% | -65.0% | -63.4% |
| 6M | -71.9% | +17.6% | -89.5% | -77.7% |
| YTD | -76.6% | +34.8% | -111.4% | -84.9% |
| 1Y | -83.9% | +55.6% | -139.5% | -91.6% |
| 3Y | -34.4% | +133.1% | -167.5% | -80.5% |
| 5Y | -93.9% | +104.7% | -198.6% | -97.7% |
| All | -93.9% | +104.8% | -198.7% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling