+62.6%
TD vs BR
-14.2%
+76.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.0% | -0.2% | +2.9% |
| 7D | +1.4% | +7.0% | -5.6% | +1.8% |
| 30D | +10.2% | +19.0% | -8.8% | +11.7% |
| 3M | +8.1% | +13.1% | -5.0% | +9.2% |
| 6M | +22.3% | +24.6% | -2.3% | +24.4% |
| YTD | +39.0% | -13.6% | +52.7% | +43.1% |
| 1Y | +62.6% | -13.1% | +75.7% | +68.2% |
| All | +62.6% | -14.2% | +76.9% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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