+267.0%
RTX vs TD
+300.1%
-33.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | +3.4% | +0.6% | +2.8% | +3.0% |
| 30D | +8.4% | +5.0% | +3.4% | +4.9% |
| 3M | -10.7% | +1.1% | -11.8% | -11.6% |
| 6M | +11.7% | +16.5% | -4.7% | +0.2% |
| YTD | +9.3% | +34.3% | -24.9% | -11.1% |
| 1Y | +13.3% | +52.9% | -39.6% | -15.6% |
| 3Y | +156.1% | +132.2% | +23.9% | +39.1% |
| 5Y | +148.5% | +101.9% | +46.7% | +45.6% |
| All | +267.0% | +300.1% | -33.2% | +33.0% |
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