+280.0%
RTX vs TD
+303.5%
-23.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.3% |
| 7D | -2.0% | -2.6% | +0.6% | -0.3% |
| 30D | -11.2% | -1.0% | -10.2% | -10.7% |
| 3M | +12.0% | +5.6% | +6.4% | +7.5% |
| 6M | -3.6% | +27.1% | -30.7% | -18.3% |
| YTD | +9.2% | +29.4% | -20.2% | -8.8% |
| 1Y | +29.7% | +60.7% | -31.0% | -6.5% |
| 3Y | +152.0% | +127.6% | +24.3% | +37.9% |
| 5Y | +165.8% | +125.4% | +40.4% | +40.8% |
| All | +280.0% | +303.5% | -23.5% | +32.5% |
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