-87.4%
OPEN vs TD
+254.9%
-342.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.8% |
| 7D | -31.1% | -3.1% | -28.0% | -28.1% |
| 30D | -34.7% | +6.7% | -41.4% | -39.0% |
| 3M | -61.9% | +3.1% | -65.0% | -63.1% |
| 6M | -71.9% | +17.6% | -89.5% | -76.9% |
| YTD | -76.6% | +34.8% | -111.4% | -83.8% |
| 1Y | -83.9% | +55.6% | -139.5% | -90.6% |
| 3Y | -34.4% | +133.1% | -167.5% | -75.8% |
| 5Y | -93.9% | +104.7% | -198.6% | -97.3% |
| All | -87.4% | +254.9% | -342.3% | -94.5% |
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