+8,390.6%
PWR vs TD
+3,536.6%
+4,854.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.6% |
| 7D | +3.6% | +0.3% | +3.3% | +3.3% |
| 30D | -8.6% | +0.4% | -9.0% | -8.9% |
| 3M | -13.2% | +7.6% | -20.8% | -17.3% |
| 6M | +9.9% | +25.0% | -15.1% | -5.2% |
| YTD | +48.0% | +31.0% | +17.0% | +23.5% |
| 1Y | +66.2% | +65.2% | +1.0% | +18.6% |
| 3Y | +195.1% | +122.5% | +72.6% | +69.5% |
| 5Y | +442.6% | +124.8% | +317.8% | +203.3% |
| 10Y | +2,334.2% | +298.2% | +2,036.0% | +823.0% |
| All | +8,390.6% | +3,536.6% | +4,854.0% | +1,152.6% |
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