+18.0%
Q vs TD
+61.0%
-43.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -2.8% |
| 7D | -3.3% | +1.4% | -4.6% | -4.5% |
| 30D | -9.7% | +10.2% | -19.9% | -18.1% |
| 3M | -16.1% | +8.1% | -24.2% | -22.6% |
| 6M | -15.7% | +22.3% | -38.0% | -32.9% |
| YTD | +45.7% | +39.0% | +6.7% | -1.5% |
| 1Y | +18.0% | +62.6% | -44.6% | -33.7% |
| All | +18.0% | +61.0% | -43.0% | -33.7% |
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