+1,123.8%
TD vs BLDR
+374.7%
+749.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.2% |
| 7D | +1.1% | -3.0% | +4.1% | +1.5% |
| 30D | +5.2% | +20.1% | -14.9% | +2.0% |
| 3M | +1.2% | -17.5% | +18.7% | +3.7% |
| 6M | +17.7% | -16.1% | +33.8% | +19.5% |
| YTD | +34.2% | -41.0% | +75.3% | +42.8% |
| 1Y | +55.4% | -41.6% | +97.0% | +65.3% |
| 3Y | +130.4% | -50.8% | +181.2% | +144.4% |
| 5Y | +101.8% | -10.8% | +112.6% | +90.4% |
| 10Y | +301.9% | +486.3% | -184.4% | +170.9% |
| All | +1,123.8% | +374.7% | +749.1% | +475.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling