+38.5%
SLB vs TD
+55.9%
-17.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | -4.3% | -0.7% | -3.6% | -3.9% |
| 30D | +1.9% | +7.6% | -5.7% | -1.4% |
| 3M | -5.7% | +3.0% | -8.7% | -7.0% |
| 6M | -5.3% | +16.8% | -22.2% | -13.1% |
| YTD | +32.2% | +34.3% | -2.2% | +11.8% |
| 1Y | +38.5% | +56.0% | -17.5% | +16.8% |
| All | +38.5% | +55.9% | -17.4% | +16.8% |
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