+1,383.2%
STX vs TD
+128.4%
+1,254.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.9% | +7.4% | +7.0% |
| 7D | +10.7% | +0.9% | +9.9% | +10.0% |
| 30D | +11.3% | -0.7% | +11.9% | +11.9% |
| 3M | +3.2% | +6.3% | -3.0% | +0.4% |
| 6M | +157.0% | +27.9% | +129.1% | +128.2% |
| YTD | +229.2% | +29.8% | +199.4% | +189.4% |
| 1Y | +381.8% | +63.7% | +318.2% | +281.8% |
| 3Y | +1,383.2% | +128.3% | +1,254.8% | +935.0% |
| All | +1,383.2% | +128.4% | +1,254.8% | +935.0% |
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 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