+125.5%
TD vs BUD
+45.2%
+80.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +0.9% | +0.8% | +0.1% | +0.6% |
| 30D | -0.7% | -4.8% | +4.2% | +0.7% |
| 3M | +6.3% | +1.4% | +4.9% | +5.5% |
| 6M | +27.9% | +9.9% | +18.1% | +23.6% |
| YTD | +29.8% | +26.3% | +3.5% | +19.7% |
| 1Y | +63.7% | +36.1% | +27.5% | +47.1% |
| 3Y | +128.3% | +48.6% | +79.7% | +94.2% |
| 5Y | +125.5% | +45.0% | +80.5% | +91.7% |
| All | +125.5% | +45.2% | +80.3% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling