+129.6%
TD vs BUD
+49.3%
+80.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | -1.7% | +4.5% | -6.1% | -2.4% |
| 30D | +8.2% | +12.5% | -4.3% | +6.2% |
| 3M | +1.7% | 0.0% | +1.7% | +1.6% |
| 6M | +14.2% | +3.8% | +10.4% | +13.2% |
| YTD | +32.8% | +33.1% | -0.3% | +25.5% |
| 1Y | +55.5% | +35.5% | +20.0% | +46.4% |
| 3Y | +129.6% | +49.4% | +80.2% | +108.1% |
| All | +129.6% | +49.3% | +80.3% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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