+715.0%
P vs TD
+295.4%
+419.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +2.2% |
| 7D | +7.8% | +0.9% | +7.0% | +7.2% |
| 30D | +12.3% | -0.7% | +13.0% | +12.7% |
| 3M | +37.1% | +6.3% | +30.8% | +31.7% |
| 6M | +66.1% | +27.9% | +38.2% | +40.6% |
| YTD | +50.9% | +29.8% | +21.1% | +26.6% |
| 1Y | +27.2% | +63.7% | -36.4% | -8.1% |
| 3Y | +158.7% | +128.3% | +30.3% | +44.9% |
| 5Y | +291.1% | +125.5% | +165.6% | +117.0% |
| 10Y | +715.0% | +296.7% | +418.3% | +236.7% |
| All | +715.0% | +295.4% | +419.6% | +236.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling