+62.6%
TD vs AHR
+26.3%
+36.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +2.6% |
| 7D | +1.4% | +9.5% | -8.1% | +0.8% |
| 30D | +10.2% | +11.7% | -1.5% | +9.4% |
| 3M | +8.1% | +4.0% | +4.1% | +7.6% |
| 6M | +22.3% | +13.5% | +8.8% | +21.0% |
| YTD | +39.0% | +21.6% | +17.5% | +39.0% |
| 1Y | +62.6% | +25.1% | +37.5% | +61.5% |
| All | +62.6% | +26.3% | +36.3% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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