+4,048.8%
RTX vs TD
+7,879.0%
-3,830.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | 0.0% |
| 7D | -5.2% | +0.3% | -5.5% | -5.3% |
| 30D | -9.4% | +0.4% | -9.8% | -9.6% |
| 3M | +12.3% | +7.6% | +4.7% | +7.9% |
| 6M | -3.1% | +25.0% | -28.1% | -13.7% |
| YTD | +10.7% | +31.0% | -20.3% | -3.8% |
| 1Y | +28.4% | +65.2% | -36.8% | -0.7% |
| 3Y | +147.1% | +122.5% | +24.6% | +61.1% |
| 5Y | +167.2% | +124.8% | +42.4% | +71.3% |
| 10Y | +274.7% | +298.2% | -23.5% | +83.6% |
| All | +4,048.8% | +7,879.0% | -3,830.3% | +576.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling