+126.9%
TD vs BRKR
-39.7%
+166.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.5% | -8.7% | +8.1% | +0.4% |
| 30D | -1.9% | -9.9% | +8.0% | -0.8% |
| 3M | +4.8% | -3.1% | +7.8% | +4.4% |
| 6M | +28.0% | +45.5% | -17.5% | +20.9% |
| YTD | +30.3% | +13.7% | +16.6% | +26.2% |
| 1Y | +59.8% | +67.4% | -7.7% | +47.3% |
| 3Y | +124.7% | -13.2% | +137.9% | +120.4% |
| All | +126.9% | -39.7% | +166.6% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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