+365.4%
STX vs TD
+64.8%
+300.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +7.4% |
| 7D | +2.4% | +0.3% | +2.0% | +1.9% |
| 30D | +1.4% | +0.4% | +1.0% | +1.4% |
| 3M | -8.2% | +7.6% | -15.9% | -11.8% |
| 6M | +127.0% | +25.0% | +102.0% | +94.5% |
| YTD | +209.1% | +31.0% | +178.1% | +155.9% |
| 1Y | +365.4% | +65.2% | +300.2% | +202.0% |
| All | +365.4% | +64.8% | +300.6% | +202.0% |
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 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