+152.8%
RTX vs TD
+128.4%
+24.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -3.1% | +0.9% | -3.9% | -3.3% |
| 30D | -10.6% | -0.7% | -9.9% | -10.5% |
| 3M | +11.6% | +6.3% | +5.4% | +9.9% |
| 6M | -4.5% | +27.9% | -32.4% | -9.8% |
| YTD | +9.6% | +29.8% | -20.2% | +3.2% |
| 1Y | +30.8% | +63.7% | -32.8% | +18.3% |
| 3Y | +152.8% | +128.3% | +24.5% | +119.3% |
| All | +152.8% | +128.4% | +24.4% | +119.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling