+99.6%
PSX vs TD
+64.8%
+34.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.5% | -0.1% |
| 7D | +4.5% | +0.3% | +4.2% | +4.6% |
| 30D | +26.6% | +0.4% | +26.2% | +26.8% |
| 3M | +39.3% | +7.6% | +31.6% | +40.9% |
| 6M | +56.8% | +25.0% | +31.8% | +61.6% |
| YTD | +101.8% | +31.0% | +70.8% | +105.0% |
| 1Y | +99.6% | +65.2% | +34.4% | +105.7% |
| All | +99.6% | +64.8% | +34.8% | +105.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling