+2.5%
SLB vs TD
+128.4%
-125.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | +0.4% | +0.9% | -0.4% | -0.1% |
| 30D | +13.6% | -0.7% | +14.2% | +13.9% |
| 3M | +1.5% | +6.3% | -4.8% | -2.8% |
| 6M | +23.0% | +27.9% | -4.9% | +4.4% |
| YTD | +51.2% | +29.8% | +21.4% | +27.0% |
| 1Y | +63.5% | +63.7% | -0.2% | +17.9% |
| 3Y | +2.5% | +128.3% | -125.8% | -42.3% |
| All | +2.5% | +128.4% | -125.9% | -42.3% |
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