+26.7%
Q vs TD
+52.0%
-25.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +3.1% |
| 7D | +0.2% | +0.3% | -0.1% | -0.2% |
| 30D | -11.1% | +0.4% | -11.5% | -11.3% |
| 3M | -22.1% | +7.6% | -29.8% | -28.4% |
| 6M | +0.5% | +25.0% | -24.5% | -22.9% |
| YTD | +47.8% | +31.0% | +16.8% | +9.8% |
| All | +26.7% | +52.0% | -25.2% | -10.6% |
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 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