+121.3%
TD vs BB
+66.7%
+54.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.0% |
| 7D | -1.9% | +1.8% | -3.8% | -2.1% |
| 30D | -1.6% | -12.2% | +10.6% | -0.7% |
| 3M | +4.6% | -12.3% | +16.9% | +5.1% |
| 6M | +26.8% | +122.7% | -95.9% | +18.2% |
| YTD | +28.3% | +104.5% | -76.2% | +20.3% |
| 1Y | +60.4% | +106.7% | -46.2% | +50.0% |
| All | +121.3% | +66.7% | +54.6% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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