+125.4%
TD vs BLDR
+7.7%
+117.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.8% | +1.4% |
| 7D | -2.6% | -8.1% | +5.5% | -1.4% |
| 30D | -1.0% | -21.5% | +20.5% | +2.4% |
| 3M | +5.6% | -21.0% | +26.6% | +8.6% |
| 6M | +27.1% | -37.1% | +64.1% | +34.9% |
| YTD | +29.4% | -42.7% | +72.1% | +38.7% |
| 1Y | +60.7% | -58.0% | +118.6% | +80.5% |
| 3Y | +127.6% | -57.8% | +185.5% | +145.1% |
| 5Y | +125.4% | +10.3% | +115.1% | +89.3% |
| All | +125.4% | +7.7% | +117.7% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling