+124.7%
TD vs CPAY
+49.1%
+75.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.5% | -2.0% | +1.4% | -0.3% |
| 30D | -1.9% | -0.4% | -1.5% | -1.9% |
| 3M | +4.8% | +16.4% | -11.6% | +2.2% |
| 6M | +28.0% | +23.5% | +4.5% | +23.4% |
| YTD | +30.3% | +35.7% | -5.4% | +23.1% |
| 1Y | +59.8% | +30.2% | +29.6% | +51.9% |
| 3Y | +124.7% | +49.7% | +75.0% | +101.9% |
| All | +124.7% | +49.1% | +75.6% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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