+55.5%
TD vs ALLY
-1.7%
+57.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | 0.0% |
| 7D | -1.7% | +0.9% | -2.6% | -2.0% |
| 30D | +8.2% | +3.1% | +5.2% | +7.2% |
| 3M | +1.7% | -12.6% | +14.3% | +5.9% |
| 6M | +14.2% | -12.4% | +26.7% | +18.6% |
| YTD | +32.8% | -13.2% | +45.9% | +37.4% |
| 1Y | +55.5% | +1.8% | +53.7% | +56.7% |
| All | +55.5% | -1.7% | +57.2% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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