+707.9%
P vs TD
+311.5%
+396.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.3% |
| 7D | -9.6% | -0.6% | -9.0% | -8.9% |
| 30D | -33.4% | +7.9% | -41.4% | -36.5% |
| 3M | +14.2% | +3.1% | +11.1% | +12.1% |
| 6M | +31.6% | +17.2% | +14.4% | +18.4% |
| YTD | +53.5% | +34.7% | +18.7% | +25.9% |
| 1Y | +14.2% | +56.9% | -42.7% | -15.1% |
| 3Y | +190.5% | +134.7% | +55.8% | +60.2% |
| 5Y | +256.3% | +104.8% | +151.6% | +113.1% |
| 10Y | +707.9% | +305.8% | +402.0% | +179.5% |
| All | +707.9% | +311.5% | +396.4% | +179.5% |
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 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